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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 | $51,376 | $65,027-21.0% | $90,970-43.5% | $79,852-35.7% |
| Participation rate | 69.3% | 61.6%+7.7pp | 69.0%+0.3pp | 69.6%-0.3pp |
| Annual return | 3.14% | 30.45%-27.3pp | 134.58%-131.4pp | 31.72%-28.6pp |
| Employer contribution / active EE | $141 | $1,247-88.7% | $2,122-93.3% | $2,471-94.3% |
| Participant deferral / active EE | $1,635 | $2,512-34.9% | $3,373-51.5% | $3,740-56.3% |
| Admin fee / account holder | $5,717 | $4,535+26.1% | $5,960-4.1% | $5,306+7.7% |