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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 | $76,005 | $60,352+25.9% | $74,185+2.5% | $62,881+20.9% |
| Participation rate | 58.8% | 72.7%-13.9pp | 76.6%-17.8pp | 69.3%-10.5pp |
| Annual return | 3.33% | 21.37%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $249 | $1,680-85.2% | $2,370-89.5% | $2,281-89.1% |
| Participant deferral / active EE | $1,855 | $2,856-35.0% | $3,550-47.7% | $3,203-42.1% |
| Admin fee / account holder | $1,472 | $4,261-65.5% | $5,586-73.7% | $4,296-65.7% |