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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 | $71,197+7.6% | $93,669-18.2% | $80,925-5.3% |
| Participation rate | 35.6% | 60.4%-24.8pp | 68.7%-33.1pp | 67.7%-32.1pp |
| Annual return | 9.35% | 11.27%-1.9pp | 133.59%-124.2pp | 35.65%-26.3pp |
| Employer contribution / active EE | $68 | $1,565-95.6% | $2,424-97.2% | $2,756-97.5% |
| Participant deferral / active EE | $1,722 | $4,036-57.3% | $4,416-61.0% | $4,299-59.9% |
| Admin fee / account holder | $5,214 | $6,959-25.1% | $8,291-37.1% | $6,940-24.9% |