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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 | $100,453 | $101,778-1.3% | $164,975-39.1% | $80,925+24.1% |
| Participation rate | 64.6% | 71.8%-7.2pp | 78.6%-14.0pp | 67.7%-3.1pp |
| Annual return | 10.56% | 16.73%-6.2pp | 70.12%-59.6pp | 35.65%-25.1pp |
| Employer contribution / active EE | $719 | $2,954-75.7% | $4,343-83.5% | $2,756-73.9% |
| Participant deferral / active EE | $4,602 | $4,477+2.8% | $6,033-23.7% | $4,299+7.1% |
| Admin fee / account holder | $6,422 | $8,221-21.9% | $12,688-49.4% | $6,940-7.5% |