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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 | $76,331 | $73,978+3.2% | $96,515-20.9% | $75,173+1.5% |
| Participation rate | 25.8% | 66.4%-40.7pp | 74.3%-48.6pp | 67.2%-41.4pp |
| Annual return | 9.43% | 26.72%-17.3pp | 35.73%-26.3pp | 160.72%-151.3pp |
| Employer contribution / active EE | $551 | $2,931-81.2% | $3,740-85.3% | $2,671-79.4% |
| Participant deferral / active EE | $1,510 | $3,660-58.7% | $4,880-69.1% | $4,126-63.4% |
| Admin fee / account holder | $4,963 | $5,219-4.9% | $6,735-26.3% | $5,651-12.2% |