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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 | $94,529 | $79,438+19.0% | $106,551-11.3% | $79,393+19.1% |
| Participation rate | 67.5% | 74.2%-6.7pp | 76.1%-8.7pp | 70.7%-3.2pp |
| Annual return | 7.56% | 18.27%-10.7pp | 26.80%-19.2pp | 116.87%-109.3pp |
| Employer contribution / active EE | $538 | $2,235-75.9% | $2,819-80.9% | $2,428-77.9% |
| Participant deferral / active EE | $3,448 | $3,824-9.8% | $4,398-21.6% | $4,046-14.8% |
| Admin fee / account holder | $3,570 | $523+582.6% | $7,408-51.8% | $627+469.8% |