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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 | $116,223 | $101,795+14.2% | $165,100-29.6% | $80,959+43.6% |
| Participation rate | 52.6% | 71.8%-19.2pp | 78.6%-26.0pp | 67.7%-15.0pp |
| Annual return | 8.63% | 16.73%-8.1pp | 70.21%-61.6pp | 35.67%-27.0pp |
| Employer contribution / active EE | $802 | $2,954-72.8% | $4,348-81.5% | $2,757-70.9% |
| Participant deferral / active EE | $4,972 | $4,476+11.1% | $6,035-17.6% | $4,300+15.6% |
| Admin fee / account holder | $11,606 | $8,221+41.2% | $12,696-8.6% | $6,925+67.6% |