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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 | $61,640 | $63,809-3.4% | $81,353-24.2% | $80,935-23.8% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.5%-0.1pp | 67.7%+1.8pp |
| Annual return | 8.07% | 16.37%-8.3pp | 24.82%-16.7pp | 35.66%-27.6pp |
| Employer contribution / active EE | $272 | $1,981-86.3% | $2,464-89.0% | $2,757-90.1% |
| Participant deferral / active EE | $1,619 | $3,093-47.7% | $3,885-58.3% | $4,299-62.4% |
| Admin fee / account holder | $1,700 | $5,686-70.1% | $5,766-70.5% | $6,924-75.4% |