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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 | $63,762 | $54,541+16.9% | $78,778-19.1% | $70,126-9.1% |
| Participation rate | 69.2% | 60.8%+8.4pp | 69.2%0pp | 69.5%-0.3pp |
| Annual return | 11.80% | 21.07%-9.3pp | 35.62%-23.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $4 | $1,089-99.6% | $1,986-99.8% | $2,343-99.8% |
| Participant deferral / active EE | $3,238 | $2,210+46.5% | $2,958+9.5% | $3,332-2.8% |
| Admin fee / account holder | $318 | $3,709-91.4% | $5,134-93.8% | $4,645-93.1% |