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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 | $67,016 | $67,602-0.9% | $82,312-18.6% | $70,126-4.4% |
| Participation rate | 39.0% | 72.8%-33.8pp | 76.9%-37.9pp | 69.5%-30.6pp |
| Annual return | 10.85% | 21.57%-10.7pp | 25.88%-15.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $244 | $1,755-86.1% | $2,428-90.0% | $2,343-89.6% |
| Participant deferral / active EE | $1,692 | $2,987-43.4% | $3,706-54.3% | $3,332-49.2% |
| Admin fee / account holder | $374 | $4,512-91.7% | $5,608-93.3% | $4,645-91.9% |