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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 | $69,261 | $72,486-4.4% | $87,103-20.5% | $72,976-5.1% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 2.10% | 24.46%-22.4pp | 28.19%-26.1pp | 81.02%-78.9pp |
| Employer contribution / active EE | $165 | $1,894-91.3% | $2,521-93.4% | $2,440-93.2% |
| Participant deferral / active EE | $1,741 | $3,270-46.8% | $4,049-57.0% | $3,608-51.8% |
| Admin fee / account holder | $7,466 | $5,055+47.7% | $7,491-0.3% | $5,124+45.7% |