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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 | $72,516 | $73,787-1.7% | $98,716-26.5% | $82,448-12.0% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.3%-10.0pp | 68.1%-8.8pp |
| Annual return | 9.47% | 18.57%-9.1pp | 31.81%-22.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $144 | $1,511-90.5% | $2,279-93.7% | $2,551-94.4% |
| Participant deferral / active EE | $3,270 | $3,081+6.1% | $4,048-19.2% | $4,139-21.0% |
| Admin fee / account holder | $1,132 | $6,500-82.6% | $8,703-87.0% | $7,234-84.4% |