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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 | $76,619 | $71,230+7.6% | $93,727-18.3% | $80,959-5.4% |
| Participation rate | 35.6% | 60.4%-24.8pp | 68.7%-33.1pp | 67.7%-32.1pp |
| Annual return | 9.35% | 11.26%-1.9pp | 133.83%-124.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $68 | $1,565-95.6% | $2,421-97.2% | $2,757-97.5% |
| Participant deferral / active EE | $1,722 | $4,037-57.4% | $4,417-61.0% | $4,300-60.0% |
| Admin fee / account holder | $5,214 | $6,961-25.1% | $8,292-37.1% | $6,925-24.7% |