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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 | $83,620 | $78,707+6.2% | $117,861-29.1% | $70,126+19.2% |
| Participation rate | 57.1% | 73.2%-16.0pp | 79.7%-22.5pp | 69.5%-12.4pp |
| Annual return | 11.97% | 23.30%-11.3pp | 335.11%-323.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $205 | $2,223-90.8% | $3,786-94.6% | $2,343-91.2% |
| Participant deferral / active EE | $3,443 | $3,297+4.4% | $4,482-23.2% | $3,332+3.3% |
| Admin fee / account holder | $29,551 | $5,066+483.4% | $8,021+268.4% | $4,645+536.1% |