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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 | $74,722 | $98,766-24.3% | $149,730-50.1% | $79,852-6.4% |
| Participation rate | 44.4% | 75.8%-31.3pp | 82.5%-38.0pp | 69.6%-25.2pp |
| Annual return | 9.16% | 27.43%-18.3pp | 276.70%-267.5pp | 31.72%-22.6pp |
| Employer contribution / active EE | $576 | $3,217-82.1% | $4,645-87.6% | $2,471-76.7% |
| Participant deferral / active EE | $2,555 | $5,681-55.0% | $6,843-62.7% | $3,740-31.7% |
| Admin fee / account holder | $2,746 | $6,052-54.6% | $9,310-70.5% | $5,306-48.3% |