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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 | $93,820 | $71,230+31.7% | $93,727+0.1% | $80,959+15.9% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.7%-10.0pp |
| Annual return | 7.86% | 11.26%-3.4pp | 133.83%-126.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $337 | $1,565-78.4% | $2,421-86.1% | $2,757-87.8% |
| Participant deferral / active EE | $2,799 | $4,037-30.7% | $4,417-36.6% | $4,300-34.9% |
| Admin fee / account holder | $26,904 | $6,961+286.5% | $8,292+224.5% | $6,925+288.5% |