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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 | $89,478 | $93,598-4.4% | $135,974-34.2% | $75,173+19.0% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.7pp | 67.2%-7.9pp |
| Annual return | 14.32% | 30.89%-16.6pp | 68.30%-54.0pp | 160.72%-146.4pp |
| Employer contribution / active EE | $629 | $3,538-82.2% | $4,859-87.1% | $2,671-76.4% |
| Participant deferral / active EE | $3,907 | $6,405-39.0% | $7,760-49.6% | $4,126-5.3% |
| Admin fee / account holder | $328 | $6,978-95.3% | $10,767-97.0% | $5,651-94.2% |