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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 | $87,431 | $62,672+39.5% | $185,117-52.8% | $70,126+24.7% |
| Participation rate | 64.5% | 63.8%+0.7pp | 77.3%-12.7pp | 69.5%-5.0pp |
| Annual return | 11.89% | 40.79%-28.9pp | 40.50%-28.6pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,743 | $3,272+45.0% | $5,045-6.0% | $3,332+42.3% |
| Admin fee / account holder | $2,732 | $3,932-30.5% | $8,159-66.5% | $4,645-41.2% |