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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 | $70,868 | $65,361+8.4% | $92,903-23.7% | $72,983-2.9% |
| Participation rate | 69.5% | 68.3%+1.2pp | 76.0%-6.5pp | 69.5%0pp |
| Annual return | 4.93% | 42.11%-37.2pp | 109.43%-104.5pp | 81.01%-76.1pp |
| Employer contribution / active EE | $417 | $2,594-83.9% | $3,653-88.6% | $2,440-82.9% |
| Participant deferral / active EE | $2,828 | $3,128-9.6% | $4,238-33.3% | $3,608-21.6% |
| Admin fee / account holder | $898 | $4,251-78.9% | $5,795-84.5% | $5,124-82.5% |