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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 | $101,610 | $73,955+37.4% | $96,520+5.3% | $75,181+35.2% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 7.82% | 26.72%-18.9pp | 35.72%-27.9pp | 160.69%-152.9pp |
| Employer contribution / active EE | $265 | $2,930-91.0% | $3,739-92.9% | $2,671-90.1% |
| Participant deferral / active EE | $5,017 | $3,659+37.1% | $4,879+2.8% | $4,126+21.6% |
| Admin fee / account holder | $7,541 | $5,217+44.5% | $6,733+12.0% | $5,650+33.5% |