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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 | $69,640 | $76,551-9.0% | $123,894-43.8% | $62,881+10.7% |
| Participation rate | 65.7% | 73.0%-7.3pp | 81.4%-15.7pp | 69.3%-3.6pp |
| Annual return | 5.24% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $316 | $2,882-89.0% | $4,617-93.1% | $2,281-86.1% |
| Participant deferral / active EE | $3,166 | $4,840-34.6% | $5,984-47.1% | $3,203-1.2% |
| Admin fee / account holder | $3,140 | $4,826-34.9% | $8,357-62.4% | $4,296-26.9% |