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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 | $63,003 | $66,275-4.9% | $163,379-61.4% | $64,097-1.7% |
| Participation rate | 61.2% | 54.1%+7.1pp | 76.8%-15.7pp | 55.2%+6.0pp |
| Annual return | 14.17% | 32.72%-18.5pp | 63.41%-49.2pp | 34.64%-20.5pp |
| Employer contribution / active EE | $291 | $1,521-80.9% | $3,752-92.3% | $1,891-84.6% |
| Participant deferral / active EE | $3,258 | $3,126+4.2% | $6,282-48.1% | $3,080+5.8% |
| Admin fee / account holder | $2,390 | $4,569-47.7% | $9,818-75.7% | $3,454-30.8% |