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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 | $77,413 | $67,602+14.5% | $82,312-6.0% | $70,126+10.4% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.9%-8.7pp | 69.5%-1.4pp |
| Annual return | 10.59% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $336 | $1,755-80.9% | $2,428-86.2% | $2,343-85.7% |
| Participant deferral / active EE | $3,360 | $2,987+12.5% | $3,706-9.3% | $3,332+0.8% |
| Admin fee / account holder | $925 | $4,512-79.5% | $5,608-83.5% | $4,645-80.1% |