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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 | $90,451 | $73,978+22.3% | $96,515-6.3% | $75,173+20.3% |
| Participation rate | 46.4% | 66.4%-20.0pp | 74.3%-27.9pp | 67.2%-20.8pp |
| Annual return | 7.60% | 26.72%-19.1pp | 35.73%-28.1pp | 160.72%-153.1pp |
| Employer contribution / active EE | $240 | $2,931-91.8% | $3,740-93.6% | $2,671-91.0% |
| Participant deferral / active EE | $1,668 | $3,660-54.4% | $4,880-65.8% | $4,126-59.6% |
| Admin fee / account holder | $1,277 | $5,219-75.5% | $6,735-81.0% | $5,651-77.4% |