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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 | $65,796 | $65,395+0.6% | $182,540-64.0% | $72,975-9.8% |
| Participation rate | 42.0% | 65.4%-23.4pp | 78.0%-36.0pp | 69.5%-27.5pp |
| Annual return | 15.51% | 27.68%-12.2pp | 148.58%-133.1pp | 81.01%-65.5pp |
| Employer contribution / active EE | $279 | $1,911-85.4% | $4,076-93.2% | $2,440-88.6% |
| Participant deferral / active EE | $2,267 | $3,563-36.4% | $5,525-59.0% | $3,608-37.2% |
| Admin fee / account holder | $363 | $4,245-91.5% | $8,593-95.8% | $5,124-92.9% |