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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 | $95,677 | $108,825-12.1% | $156,181-38.7% | $82,448+16.0% |
| Participation rate | 69.0% | 72.4%-3.3pp | 78.8%-9.8pp | 68.1%+1.0pp |
| Annual return | 11.95% | 20.59%-8.6pp | 64.87%-52.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $360 | $2,870-87.5% | $4,294-91.6% | $2,551-85.9% |
| Participant deferral / active EE | $4,279 | $4,577-6.5% | $6,132-30.2% | $4,139+3.4% |
| Admin fee / account holder | $903 | $9,341-90.3% | $14,586-93.8% | $7,234-87.5% |