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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,870 | $145,431-22.4% | $211,142-46.5% | $87,485+29.0% |
| Participation rate | 60.8% | 84.7%-23.9pp | 87.3%-26.5pp | 68.9%-8.1pp |
| Annual return | 12.04% | 27.21%-15.2pp | 46.84%-34.8pp | 26.06%-14.0pp |
| Employer contribution / active EE | $313 | $4,662-93.3% | $6,442-95.1% | $2,596-88.0% |
| Participant deferral / active EE | $3,365 | $6,859-50.9% | $9,284-63.8% | $4,274-21.3% |
| Admin fee / account holder | $1,203 | $17,052-92.9% | $19,076-93.7% | $7,775-84.5% |