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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 | $107,322 | $86,922+23.5% | $102,438+4.8% | $80,874+32.7% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.6pp | 67.6%+0.2pp |
| Annual return | 7.76% | 18.90%-11.1pp | 29.37%-21.6pp | 35.62%-27.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,332 | $4,119-19.1% | $5,054-34.1% | $4,297-22.5% |
| Admin fee / account holder | $42,138 | $8,050+423.5% | $9,448+346.0% | $6,935+507.6% |