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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 | $68,287 | $67,602+1.0% | $82,312-17.0% | $70,126-2.6% |
| Participation rate | 66.0% | 72.8%-6.8pp | 76.9%-10.9pp | 69.5%-3.6pp |
| Annual return | 11.01% | 21.57%-10.6pp | 25.88%-14.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $182 | $1,755-89.6% | $2,428-92.5% | $2,343-92.2% |
| Participant deferral / active EE | $2,705 | $2,987-9.4% | $3,706-27.0% | $3,332-18.8% |
| Admin fee / account holder | $18,177 | $4,512+302.9% | $5,608+224.1% | $4,645+291.3% |