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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 | $100,010 | $93,617+6.8% | $135,982-26.5% | $75,177+33.0% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-13.0pp | 67.2%+1.8pp |
| Annual return | 14.78% | 30.89%-16.1pp | 68.32%-53.5pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,745 | $6,406+36.5% | $7,760+12.7% | $4,126+111.9% |
| Admin fee / account holder | $12,178 | $6,980+74.5% | $10,767+13.1% | $5,651+115.5% |