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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 | $72,542 | $71,215+1.9% | $93,696-22.6% | $80,935-10.4% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.7%-21.2pp |
| Annual return | 8.74% | 11.27%-2.5pp | 133.74%-125.0pp | 35.66%-26.9pp |
| Employer contribution / active EE | $119 | $1,565-92.4% | $2,422-95.1% | $2,757-95.7% |
| Participant deferral / active EE | $2,028 | $4,037-49.8% | $4,417-54.1% | $4,299-52.8% |
| Admin fee / account holder | $14,518 | $6,958+108.7% | $8,287+75.2% | $6,924+109.7% |