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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 | $78,060 | $93,589-16.6% | $135,942-42.6% | $75,181+3.8% |
| Participation rate | 63.3% | 75.2%-11.9pp | 81.9%-18.6pp | 67.2%-3.9pp |
| Annual return | 13.52% | 30.90%-17.4pp | 68.28%-54.8pp | 160.69%-147.2pp |
| Employer contribution / active EE | $732 | $3,537-79.3% | $4,858-84.9% | $2,671-72.6% |
| Participant deferral / active EE | $6,314 | $6,405-1.4% | $7,759-18.6% | $4,126+53.0% |
| Admin fee / account holder | $17,022 | $6,977+144.0% | $10,764+58.1% | $5,650+201.3% |