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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 | $70,169 | $65,034+7.9% | $90,970-22.9% | $79,856-12.1% |
| Participation rate | 58.1% | 61.6%-3.6pp | 69.0%-11.0pp | 69.6%-11.6pp |
| Annual return | 7.36% | 30.45%-23.1pp | 134.60%-127.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $245 | $1,247-80.3% | $2,122-88.4% | $2,471-90.1% |
| Participant deferral / active EE | $1,420 | $2,512-43.5% | $3,373-57.9% | $3,741-62.0% |
| Admin fee / account holder | $3,516 | $4,536-22.5% | $5,961-41.0% | $5,306-33.7% |