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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 | $81,703 | $81,487+0.3% | $102,412-20.2% | $80,935+0.9% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 4.61% | 25.60%-21.0pp | 24.94%-20.3pp | 35.66%-31.0pp |
| Employer contribution / active EE | $354 | $3,103-88.6% | $3,870-90.9% | $2,757-87.2% |
| Participant deferral / active EE | $5,069 | $3,871+30.9% | $5,060+0.2% | $4,299+17.9% |
| Admin fee / account holder | $15,404 | $6,717+129.3% | $8,388+83.6% | $6,924+122.5% |