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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 | $93,345-2.4% | $119,126-23.5% | $87,485+4.1% |
| Participation rate | 68.6% | 68.7%-0.2pp | 75.8%-7.2pp | 68.9%-0.4pp |
| Annual return | 6.57% | 19.08%-12.5pp | 282.11%-275.5pp | 26.06%-19.5pp |
| Employer contribution / active EE | $548 | $3,172-82.7% | $4,034-86.4% | $2,596-78.9% |
| Participant deferral / active EE | $2,461 | $4,099-40.0% | $5,318-53.7% | $4,274-42.4% |
| Admin fee / account holder | $99,875 | $8,039+1142.4% | $10,693+834.0% | $7,775+1184.6% |