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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 | $90,749 | $97,648-7.1% | $121,663-25.4% | $87,485+3.7% |
| Participation rate | 68.9% | 70.5%-1.6pp | 74.5%-5.6pp | 68.9%0pp |
| Annual return | 10.18% | 18.03%-7.8pp | 147.54%-137.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $299 | $2,300-87.0% | $3,020-90.1% | $2,596-88.5% |
| Participant deferral / active EE | $3,292 | $3,923-16.1% | $4,887-32.6% | $4,274-23.0% |
| Admin fee / account holder | $10,805 | $11,100-2.7% | $14,289-24.4% | $7,775+39.0% |