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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 | $81,249 | $76,371+6.4% | $93,621-13.2% | $72,975+11.3% |
| Participation rate | 24.2% | 71.8%-47.5pp | 75.8%-51.6pp | 69.5%-45.2pp |
| Annual return | 16.05% | 25.82%-9.8pp | 32.76%-16.7pp | 81.01%-65.0pp |
| Employer contribution / active EE | $182 | $2,276-92.0% | $2,719-93.3% | $2,440-92.5% |
| Participant deferral / active EE | $1,703 | $3,538-51.9% | $4,070-58.1% | $3,608-52.8% |
| Admin fee / account holder | $7,854 | $6,839+14.8% | $7,890-0.5% | $5,124+53.3% |