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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 | $90,725 | $54,541+66.3% | $78,778+15.2% | $70,126+29.4% |
| Participation rate | 64.0% | 60.8%+3.2pp | 69.2%-5.2pp | 69.5%-5.5pp |
| Annual return | 9.97% | 21.07%-11.1pp | 35.62%-25.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $106 | $1,089-90.3% | $1,986-94.7% | $2,343-95.5% |
| Participant deferral / active EE | $3,976 | $2,210+79.9% | $2,958+34.4% | $3,332+19.3% |
| Admin fee / account holder | $11,193 | $3,709+201.8% | $5,134+118.0% | $4,645+140.9% |