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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 | $76,928 | $48,300+59.3% | $40,145,923-99.8% | $62,881+22.3% |
| Participation rate | 54.5% | 62.0%-7.5pp | 68.4%-13.9pp | 69.3%-14.8pp |
| Annual return | 4.45% | 6.95%-2.5pp | 5.24%-0.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $182 | $1,333-86.4% | $1,844-90.1% | $2,281-92.0% |
| Participant deferral / active EE | $1,574 | $2,388-34.1% | $2,591-39.2% | $3,203-50.8% |
| Admin fee / account holder | $6,705 | $2,919+129.7% | $2,903+130.9% | $4,296+56.1% |