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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 | $65,944 | $63,845+3.3% | $81,370-19.0% | $80,959-18.5% |
| Participation rate | 43.0% | 63.9%-20.9pp | 69.5%-26.5pp | 67.7%-24.7pp |
| Annual return | 10.21% | 16.37%-6.2pp | 24.85%-14.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $398 | $1,980-79.9% | $2,464-83.9% | $2,757-85.6% |
| Participant deferral / active EE | $2,236 | $3,093-27.7% | $3,885-42.4% | $4,300-48.0% |
| Admin fee / account holder | $5,692 | $5,688+0.1% | $5,749-1.0% | $6,925-17.8% |