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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 | $104,963 | $102,382+2.5% | $147,005-28.6% | $80,874+29.8% |
| Participation rate | 59.0% | 75.8%-16.9pp | 82.2%-23.2pp | 67.6%-8.7pp |
| Annual return | 11.34% | 134.89%-123.5pp | 418.76%-407.4pp | 35.62%-24.3pp |
| Employer contribution / active EE | $743 | $3,715-80.0% | $4,934-84.9% | $2,756-73.0% |
| Participant deferral / active EE | $6,405 | $6,646-3.6% | $8,070-20.6% | $4,297+49.1% |
| Admin fee / account holder | $849 | $7,942-89.3% | $13,006-93.5% | $6,935-87.8% |