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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 | $104,720 | $95,453+9.7% | $112,040-6.5% | $82,448+27.0% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 12.05% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $479 | $2,318-79.3% | $2,954-83.8% | $2,551-81.2% |
| Participant deferral / active EE | $4,246 | $4,224+0.5% | $5,098-16.7% | $4,139+2.6% |
| Admin fee / account holder | $27,410 | $9,013+204.1% | $12,098+126.6% | $7,234+278.9% |