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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 | $72,881 | $78,423-7.1% | $95,964-24.1% | $79,856-8.7% |
| Participation rate | 69.0% | 73.5%-4.4pp | 77.1%-8.0pp | 69.6%-0.6pp |
| Annual return | 6.09% | 19.37%-13.3pp | 91.64%-85.6pp | 31.71%-25.6pp |
| Employer contribution / active EE | $315 | $1,945-83.8% | $2,541-87.6% | $2,471-87.3% |
| Participant deferral / active EE | $2,368 | $3,440-31.2% | $4,167-43.2% | $3,741-36.7% |
| Admin fee / account holder | $8,886 | $5,622+58.1% | $6,797+30.7% | $5,306+67.5% |