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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 | $74,284 | $73,988+0.4% | $96,538-23.1% | $75,177-1.2% |
| Participation rate | 65.9% | 66.4%-0.5pp | 74.3%-8.4pp | 67.2%-1.3pp |
| Annual return | 12.63% | 26.73%-14.1pp | 35.74%-23.1pp | 160.75%-148.1pp |
| Employer contribution / active EE | $545 | $2,930-81.4% | $3,740-85.4% | $2,671-79.6% |
| Participant deferral / active EE | $4,526 | $3,660+23.7% | $4,880-7.3% | $4,126+9.7% |
| Admin fee / account holder | $2,494 | $5,220-52.2% | $6,737-63.0% | $5,651-55.9% |