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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 | $76,876 | $125,797-38.9% | $170,057-54.8% | $75,177+2.3% |
| Participation rate | 68.6% | 83.6%-15.0pp | 87.0%-18.4pp | 67.2%+1.4pp |
| Annual return | 4.89% | 27.20%-22.3pp | 53.42%-48.5pp | 160.75%-155.9pp |
| Employer contribution / active EE | $1,282 | $4,616-72.2% | $6,790-81.1% | $2,671-52.0% |
| Participant deferral / active EE | $3,834 | $6,838-43.9% | $10,411-63.2% | $4,126-7.1% |
| Admin fee / account holder | $16,608 | $8,177+103.1% | $12,826+29.5% | $5,651+193.9% |