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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 | $74,459 | $82,523-9.8% | $115,752-35.7% | $70,126+6.2% |
| Participation rate | 63.9% | 74.0%-10.1pp | 77.8%-13.9pp | 69.5%-5.7pp |
| Annual return | 11.67% | 28.22%-16.5pp | 19.41%-7.7pp | 73.15%-61.5pp |
| Employer contribution / active EE | $390 | $2,758-85.9% | $3,492-88.8% | $2,343-83.4% |
| Participant deferral / active EE | $2,554 | $4,062-37.1% | $5,204-50.9% | $3,332-23.3% |
| Admin fee / account holder | $9,940 | $4,552+118.4% | $6,278+58.3% | $4,645+114.0% |