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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 | $63,378 | $63,456-0.1% | $100,712-37.1% | $64,097-1.1% |
| Participation rate | 42.4% | 49.7%-7.3pp | 69.3%-26.9pp | 55.2%-12.8pp |
| Annual return | 7.52% | 19.65%-12.1pp | 33.27%-25.7pp | 34.64%-27.1pp |
| Employer contribution / active EE | $142 | $1,003-85.8% | $2,313-93.8% | $1,891-92.5% |
| Participant deferral / active EE | $2,747 | $2,463+11.5% | $4,085-32.7% | $3,080-10.8% |
| Admin fee / account holder | $40,283 | $4,808+737.9% | $9,256+335.2% | $3,454+1066.1% |