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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 | $71,197+31.8% | $93,669+0.2% | $80,925+15.9% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.7%-10.0pp |
| Annual return | 7.86% | 11.27%-3.4pp | 133.59%-125.7pp | 35.65%-27.8pp |
| Employer contribution / active EE | $337 | $1,565-78.4% | $2,424-86.1% | $2,756-87.8% |
| Participant deferral / active EE | $2,799 | $4,036-30.6% | $4,416-36.6% | $4,299-34.9% |
| Admin fee / account holder | $26,904 | $6,959+286.6% | $8,291+224.5% | $6,940+287.7% |