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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 | $83,303 | $76,371+9.1% | $93,621-11.0% | $72,975+14.2% |
| Participation rate | 47.4% | 71.8%-24.4pp | 75.8%-28.5pp | 69.5%-22.1pp |
| Annual return | 2.53% | 25.82%-23.3pp | 32.76%-30.2pp | 81.01%-78.5pp |
| Employer contribution / active EE | $341 | $2,276-85.0% | $2,719-87.5% | $2,440-86.0% |
| Participant deferral / active EE | $2,198 | $3,538-37.9% | $4,070-46.0% | $3,608-39.1% |
| Admin fee / account holder | $3,594 | $6,839-47.4% | $7,890-54.4% | $5,124-29.9% |