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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 | $76,313 | $81,504-6.4% | $102,437-25.5% | $80,959-5.7% |
| Participation rate | 53.6% | 66.9%-13.3pp | 74.5%-20.9pp | 67.7%-14.1pp |
| Annual return | 8.97% | 25.60%-16.6pp | 24.95%-16.0pp | 35.67%-26.7pp |
| Employer contribution / active EE | $384 | $3,104-87.6% | $3,871-90.1% | $2,757-86.1% |
| Participant deferral / active EE | $1,894 | $3,871-51.1% | $5,060-62.6% | $4,300-56.0% |
| Admin fee / account holder | $21,322 | $6,719+217.3% | $8,388+154.2% | $6,925+207.9% |