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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 | $85,099 | $98,776-13.8% | $149,745-43.2% | $79,856+6.6% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 12.01% | 27.38%-15.4pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $561 | $3,217-82.6% | $4,646-87.9% | $2,471-77.3% |
| Participant deferral / active EE | $8,264 | $5,681+45.5% | $6,843+20.8% | $3,741+120.9% |
| Admin fee / account holder | $10,197 | $6,053+68.5% | $9,312+9.5% | $5,306+92.2% |