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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 | $81,619 | $75,963+7.4% | $97,995-16.7% | $70,126+16.4% |
| Participation rate | 55.3% | 77.0%-21.7pp | 82.4%-27.1pp | 69.5%-14.3pp |
| Annual return | 12.65% | 19.26%-6.6pp | 23.94%-11.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $625 | $3,278-80.9% | $4,158-85.0% | $2,343-73.3% |
| Participant deferral / active EE | $2,702 | $4,053-33.3% | $5,097-47.0% | $3,332-18.9% |
| Admin fee / account holder | $394 | $5,407-92.7% | $5,943-93.4% | $4,645-91.5% |