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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 | $96,731-23.8% | $123,973-40.5% | $86,983-15.2% |
| Participation rate | 56.6% | 70.0%-13.4pp | 76.7%-20.1pp | 69.5%-12.9pp |
| Annual return | 10.84% | 17.33%-6.5pp | 388.13%-377.3pp | 25.83%-15.0pp |
| Employer contribution / active EE | $250 | $3,297-92.4% | $4,126-93.9% | $2,584-90.3% |
| Participant deferral / active EE | $2,054 | $4,152-50.5% | $5,247-60.9% | $4,194-51.0% |
| Admin fee / account holder | $14,297 | $8,722+63.9% | $11,799+21.2% | $7,856+82.0% |