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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 | $67,619 | $65,364+3.5% | $92,909-27.2% | $72,975-7.3% |
| Participation rate | 51.5% | 68.3%-16.8pp | 76.0%-24.5pp | 69.5%-18.0pp |
| Annual return | 14.45% | 42.11%-27.7pp | 109.44%-95.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $231 | $2,594-91.1% | $3,653-93.7% | $2,440-90.5% |
| Participant deferral / active EE | $2,217 | $3,128-29.1% | $4,238-47.7% | $3,608-38.5% |
| Admin fee / account holder | $70,037 | $4,251+1547.5% | $5,795+1108.6% | $5,124+1266.8% |