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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 | $73,426 | $67,602+8.6% | $82,312-10.8% | $70,126+4.7% |
| Participation rate | 40.7% | 72.8%-32.0pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 11.97% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $127 | $1,755-92.8% | $2,428-94.8% | $2,343-94.6% |
| Participant deferral / active EE | $2,359 | $2,987-21.0% | $3,706-36.3% | $3,332-29.2% |
| Admin fee / account holder | $7,132 | $4,512+58.1% | $5,608+27.2% | $4,645+53.5% |