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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 | $72,269 | $75,058-3.7% | $152,301-52.5% | $64,340+12.3% |
| Participation rate | 66.9% | 60.9%+6.0pp | 82.4%-15.5pp | 55.2%+11.7pp |
| Annual return | 13.71% | 29.93%-16.2pp | 80.50%-66.8pp | 24.14%-10.4pp |
| Employer contribution / active EE | $17 | $2,605-99.3% | $4,624-99.6% | $1,862-99.1% |
| Participant deferral / active EE | $3,518 | $5,041-30.2% | $8,004-56.1% | $2,980+18.0% |
| Admin fee / account holder | $2,705 | $4,050-33.2% | $14,398-81.2% | $3,703-26.9% |