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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 | $82,816 | $58,848+40.7% | $88,179-6.1% | $82,637+0.2% |
| Participation rate | 31.8% | 57.9%-26.1pp | 69.1%-37.3pp | 68.1%-36.2pp |
| Annual return | 11.79% | 22.76%-11.0pp | 64.97%-53.2pp | 53.51%-41.7pp |
| Employer contribution / active EE | $242 | $1,678-85.6% | $2,549-90.5% | $2,552-90.5% |
| Participant deferral / active EE | $2,057 | $3,124-34.2% | $4,614-55.4% | $4,126-50.2% |
| Admin fee / account holder | $862 | $4,795-82.0% | $7,673-88.8% | $7,339-88.2% |