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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 | $78,222 | $85,766-8.8% | $136,298-42.6% | $70,126+11.5% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 13.44% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $466 | $2,966-84.3% | $4,696-90.1% | $2,343-80.1% |
| Participant deferral / active EE | $6,426 | $5,051+27.2% | $6,247+2.9% | $3,332+92.9% |
| Admin fee / account holder | $7,456 | $5,421+37.6% | $9,244-19.3% | $4,645+60.5% |