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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 | $73,730 | $88,672-16.9% | $105,223-29.9% | $82,448-10.6% |
| Participation rate | 56.6% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.5pp |
| Annual return | 10.84% | 30.86%-20.0pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $250 | $3,048-91.8% | $3,689-93.2% | $2,551-90.2% |
| Participant deferral / active EE | $2,054 | $4,036-49.1% | $5,072-59.5% | $4,139-50.4% |
| Admin fee / account holder | $14,297 | $7,146+100.1% | $8,859+61.4% | $7,234+97.6% |