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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 | $67,166 | $55,713+20.6% | $75,894-11.5% | $72,983-8.0% |
| Participation rate | 30.0% | 61.1%-31.1pp | 69.3%-39.3pp | 69.5%-39.5pp |
| Annual return | 16.06% | 27.60%-11.5pp | 30.76%-14.7pp | 81.01%-65.0pp |
| Employer contribution / active EE | $296 | $1,687-82.5% | $2,501-88.2% | $2,440-87.9% |
| Participant deferral / active EE | $2,275 | $2,634-13.6% | $3,603-36.9% | $3,608-37.0% |
| Admin fee / account holder | $6,695 | $3,980+68.2% | $5,420+23.5% | $5,124+30.7% |