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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 | $104,847 | $86,949+20.6% | $102,460+2.3% | $80,959+29.5% |
| Participation rate | 65.8% | 72.4%-6.6pp | 76.5%-10.7pp | 67.7%-1.9pp |
| Annual return | 9.94% | 18.89%-9.0pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $480 | $2,370-79.7% | $3,025-84.1% | $2,757-82.6% |
| Participant deferral / active EE | $3,642 | $4,121-11.6% | $5,056-28.0% | $4,300-15.3% |
| Admin fee / account holder | $27,359 | $8,048+240.0% | $9,460+189.2% | $6,925+295.1% |