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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 | $101,095 | $89,259+13.3% | $107,187-5.7% | $82,637+22.3% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 11.74% | 21.02%-9.3pp | 204.55%-192.8pp | 53.51%-41.8pp |
| Employer contribution / active EE | $380 | $3,080-87.7% | $3,782-90.0% | $2,552-85.1% |
| Participant deferral / active EE | $2,532 | $4,037-37.3% | $5,096-50.3% | $4,126-38.6% |
| Admin fee / account holder | $15,148 | $7,381+105.2% | $9,162+65.3% | $7,339+106.4% |