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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 | $70,171 | $72,486-3.2% | $87,103-19.4% | $72,976-3.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 2.86% | 24.46%-21.6pp | 28.19%-25.3pp | 81.02%-78.2pp |
| Employer contribution / active EE | $337 | $1,894-82.2% | $2,521-86.6% | $2,440-86.2% |
| Participant deferral / active EE | $1,845 | $3,270-43.6% | $4,049-54.4% | $3,608-48.9% |
| Admin fee / account holder | $18,006 | $5,055+256.2% | $7,491+140.3% | $5,124+251.4% |