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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 | $80,773 | $65,364+23.6% | $92,909-13.1% | $72,975+10.7% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 14.46% | 42.11%-27.6pp | 109.44%-95.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $451 | $2,594-82.6% | $3,653-87.7% | $2,440-81.5% |
| Participant deferral / active EE | $4,636 | $3,128+48.2% | $4,238+9.4% | $3,608+28.5% |
| Admin fee / account holder | $4,607 | $4,251+8.4% | $5,795-20.5% | $5,124-10.1% |