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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 | $73,457 | $76,834-4.4% | $108,359-32.2% | $87,485-16.0% |
| Participation rate | 63.6% | 61.7%+1.9pp | 70.1%-6.5pp | 68.9%-5.3pp |
| Annual return | 11.28% | 19.09%-7.8pp | 36.89%-25.6pp | 26.06%-14.8pp |
| Employer contribution / active EE | $279 | $1,556-82.1% | $2,399-88.4% | $2,596-89.3% |
| Participant deferral / active EE | $1,793 | $3,100-42.2% | $4,137-56.7% | $4,274-58.1% |
| Admin fee / account holder | $7,985 | $6,537+22.1% | $9,741-18.0% | $7,775+2.7% |