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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 | $77,854 | $50,860+53.1% | $155,574-50.0% | $77,714+0.2% |
| Participation rate | 18.3% | 63.1%-44.9pp | 78.2%-59.9pp | 70.6%-52.3pp |
| Annual return | 9.60% | 34.86%-25.3pp | 64.87%-55.3pp | 31.26%-21.7pp |
| Employer contribution / active EE | $271 | $1,991-86.4% | $4,676-94.2% | $2,727-90.0% |
| Participant deferral / active EE | $954 | $2,825-66.2% | $5,629-83.0% | $4,649-79.5% |
| Admin fee / account holder | $18,501 | $436+4138.9% | $15,914+16.3% | $433+4170.1% |