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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 | $108,547 | $106,749+1.7% | $145,433-25.4% | $82,448+31.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 11.68% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $436 | $3,444-87.3% | $4,554-90.4% | $2,551-82.9% |
| Participant deferral / active EE | $2,916 | $6,519-55.3% | $7,897-63.1% | $4,139-29.6% |
| Admin fee / account holder | $7,656 | $8,390-8.7% | $13,129-41.7% | $7,234+5.8% |