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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 | $69,627 | $51,222+35.9% | $70,544-1.3% | $75,173-7.4% |
| Participation rate | 18.5% | 61.0%-42.4pp | 68.4%-49.8pp | 67.2%-48.7pp |
| Annual return | 10.97% | 30.06%-19.1pp | 32.79%-21.8pp | 160.72%-149.8pp |
| Employer contribution / active EE | $333 | $1,827-81.8% | $2,976-88.8% | $2,671-87.5% |
| Participant deferral / active EE | $971 | $2,850-65.9% | $4,568-78.7% | $4,126-76.5% |
| Admin fee / account holder | $7,508 | $4,096+83.3% | $6,427+16.8% | $5,651+32.9% |