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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 | $102,429+2.5% | $147,096-28.6% | $80,925+29.7% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 11.34% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $743 | $3,716-80.0% | $4,936-85.0% | $2,756-73.1% |
| Participant deferral / active EE | $6,405 | $6,649-3.7% | $8,071-20.6% | $4,299+49.0% |
| Admin fee / account holder | $849 | $7,957-89.3% | $13,005-93.5% | $6,940-87.8% |