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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 | $91,082 | $88,672+2.7% | $105,223-13.4% | $82,448+10.5% |
| Participation rate | 68.6% | 67.9%+0.6pp | 75.0%-6.5pp | 68.1%+0.5pp |
| Annual return | 6.57% | 30.86%-24.3pp | 180.65%-174.1pp | 41.64%-35.1pp |
| Employer contribution / active EE | $548 | $3,048-82.0% | $3,689-85.2% | $2,551-78.5% |
| Participant deferral / active EE | $2,461 | $4,036-39.0% | $5,072-51.5% | $4,139-40.6% |
| Admin fee / account holder | $99,875 | $7,146+1297.6% | $8,859+1027.4% | $7,234+1280.6% |