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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 | $63,364 | $73,787-14.1% | $98,716-35.8% | $82,448-23.1% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.3%-0.2pp | 68.1%+1.0pp |
| Annual return | 10.82% | 18.57%-7.7pp | 31.81%-21.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $164 | $1,511-89.1% | $2,279-92.8% | $2,551-93.6% |
| Participant deferral / active EE | $4,047 | $3,081+31.3% | $4,0480% | $4,139-2.2% |
| Admin fee / account holder | $17,894 | $6,500+175.3% | $8,703+105.6% | $7,234+147.3% |