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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 | $85,761 | $67,602+26.9% | $82,312+4.2% | $70,126+22.3% |
| Participation rate | 65.7% | 72.8%-7.1pp | 76.9%-11.2pp | 69.5%-3.8pp |
| Annual return | 10.56% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $200 | $1,755-88.6% | $2,428-91.8% | $2,343-91.5% |
| Participant deferral / active EE | $2,512 | $2,987-15.9% | $3,706-32.2% | $3,332-24.6% |
| Admin fee / account holder | $8,694 | $4,512+92.7% | $5,608+55.0% | $4,645+87.2% |