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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 | $83,815 | $89,367-6.2% | $141,191-40.6% | $72,975+14.9% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 13.30% | 111.87%-98.6pp | 71.41%-58.1pp | 81.01%-67.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,294 | $5,419-20.8% | $6,710-36.0% | $3,608+19.0% |
| Admin fee / account holder | $464 | $5,957-92.2% | $10,264-95.5% | $5,124-91.0% |