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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 | $86,761 | $103,966-16.5% | $112,899-23.2% | $75,173+15.4% |
| Participation rate | 67.7% | 75.7%-7.9pp | 80.5%-12.8pp | 67.2%+0.5pp |
| Annual return | 12.78% | 24.54%-11.8pp | 34.11%-21.3pp | 160.72%-147.9pp |
| Employer contribution / active EE | $535 | $3,870-86.2% | $4,566-88.3% | $2,671-80.0% |
| Participant deferral / active EE | $3,981 | $5,456-27.0% | $6,516-38.9% | $4,126-3.5% |
| Admin fee / account holder | $34,693 | $7,663+352.7% | $7,047+392.3% | $5,651+514.0% |