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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 | $66,283 | $67,411-1.7% | $91,004-27.2% | $70,126-5.5% |
| Participation rate | 36.7% | 71.4%-34.6pp | 75.6%-38.9pp | 69.5%-32.8pp |
| Annual return | 12.32% | -40.16%+52.5pp | 4.60%+7.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $133 | $1,786-92.6% | $2,456-94.6% | $2,343-94.3% |
| Participant deferral / active EE | $1,658 | $2,823-41.3% | $3,548-53.3% | $3,332-50.2% |
| Admin fee / account holder | $3,234 | $4,236-23.6% | $5,417-40.3% | $4,645-30.4% |