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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 | $71,892 | $71,230+0.9% | $93,727-23.3% | $80,959-11.2% |
| Participation rate | 31.1% | 60.4%-29.3pp | 68.7%-37.6pp | 67.7%-36.6pp |
| Annual return | 8.57% | 11.26%-2.7pp | 133.83%-125.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $316 | $1,565-79.8% | $2,421-87.0% | $2,757-88.5% |
| Participant deferral / active EE | $1,461 | $4,037-63.8% | $4,417-66.9% | $4,300-66.0% |
| Admin fee / account holder | $3,770 | $6,961-45.8% | $8,292-54.5% | $6,925-45.6% |