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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 | $100,436 | $102,422-1.9% | $147,117-31.7% | $80,959+24.1% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.2pp |
| Annual return | 11.20% | 135.16%-124.0pp | 420.54%-409.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,247 | $6,652-36.2% | $8,065-47.3% | $4,300-1.2% |
| Admin fee / account holder | $11,694 | $7,953+47.0% | $12,993-10.0% | $6,925+68.9% |