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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 | $71,197+1.0% | $93,669-23.2% | $80,925-11.2% |
| Participation rate | 31.1% | 60.4%-29.3pp | 68.7%-37.6pp | 67.7%-36.5pp |
| Annual return | 8.57% | 11.27%-2.7pp | 133.59%-125.0pp | 35.65%-27.1pp |
| Employer contribution / active EE | $316 | $1,565-79.8% | $2,424-87.0% | $2,756-88.5% |
| Participant deferral / active EE | $1,461 | $4,036-63.8% | $4,416-66.9% | $4,299-66.0% |
| Admin fee / account holder | $3,770 | $6,959-45.8% | $8,291-54.5% | $6,940-45.7% |