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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 | $113,432 | $98,776+14.8% | $149,745-24.3% | $79,856+42.0% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.2pp |
| Annual return | 11.68% | 27.38%-15.7pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $532 | $3,217-83.5% | $4,646-88.6% | $2,471-78.5% |
| Participant deferral / active EE | $3,938 | $5,681-30.7% | $6,843-42.5% | $3,741+5.3% |
| Admin fee / account holder | $53,972 | $6,053+791.7% | $9,312+479.6% | $5,306+917.1% |