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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 | $79,909 | $76,112+5.0% | $96,544-17.2% | $71,529+11.7% |
| Participation rate | 57.4% | 74.4%-17.0pp | 76.0%-18.6pp | 67.9%-10.5pp |
| Annual return | 12.68% | 22.80%-10.1pp | 25.88%-13.2pp | 28.97%-16.3pp |
| Employer contribution / active EE | $495 | $2,248-78.0% | $2,966-83.3% | $2,590-80.9% |
| Participant deferral / active EE | $5,080 | $4,217+20.5% | $4,851+4.7% | $4,291+18.4% |
| Admin fee / account holder | $7,553 | $2,708+178.9% | $8,254-8.5% | $1,588+375.5% |