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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 | $69,435 | $65,364+6.2% | $92,909-25.3% | $72,975-4.9% |
| Participation rate | 48.5% | 68.3%-19.8pp | 76.0%-27.5pp | 69.5%-21.0pp |
| Annual return | 12.83% | 42.11%-29.3pp | 109.44%-96.6pp | 81.01%-68.2pp |
| Employer contribution / active EE | $277 | $2,594-89.3% | $3,653-92.4% | $2,440-88.6% |
| Participant deferral / active EE | $1,849 | $3,128-40.9% | $4,238-56.4% | $3,608-48.7% |
| Admin fee / account holder | $6,434 | $4,251+51.3% | $5,795+11.0% | $5,124+25.6% |