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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 | $113,876 | $115,931-1.8% | $185,441-38.6% | $86,983+30.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 80.3%-13.6pp | 69.5%-2.9pp |
| Annual return | 9.74% | 21.47%-11.7pp | 20.16%-10.4pp | 25.83%-16.1pp |
| Employer contribution / active EE | $527 | $2,937-82.0% | $4,672-88.7% | $2,584-79.6% |
| Participant deferral / active EE | $4,261 | $4,551-6.4% | $6,152-30.7% | $4,194+1.6% |
| Admin fee / account holder | $24,022 | $10,687+124.8% | $17,890+34.3% | $7,856+205.8% |