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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 | $86,760 | $95,453-9.1% | $112,040-22.6% | $82,448+5.2% |
| Participation rate | 68.4% | 72.8%-4.3pp | 76.5%-8.1pp | 68.1%+0.4pp |
| Annual return | 11.85% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $422 | $2,318-81.8% | $2,954-85.7% | $2,551-83.5% |
| Participant deferral / active EE | $4,270 | $4,224+1.1% | $5,098-16.2% | $4,139+3.2% |
| Admin fee / account holder | $4,656 | $9,013-48.3% | $12,098-61.5% | $7,234-35.6% |