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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 | $101,633 | $108,825-6.6% | $156,181-34.9% | $82,448+23.3% |
| Participation rate | 65.5% | 72.4%-6.9pp | 78.8%-13.3pp | 68.1%-2.6pp |
| Annual return | 11.83% | 20.59%-8.8pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $575 | $2,870-80.0% | $4,294-86.6% | $2,551-77.5% |
| Participant deferral / active EE | $3,375 | $4,577-26.3% | $6,132-45.0% | $4,139-18.5% |
| Admin fee / account holder | $776 | $9,341-91.7% | $14,586-94.7% | $7,234-89.3% |