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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 | $70,670 | $114,119-38.1% | $107,187-34.1% | $138,895-49.1% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 79.9%-48.7pp |
| Annual return | 10.61% | 273.21%-262.6pp | 204.55%-193.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $322 | $4,059-92.1% | $3,782-91.5% | $4,194-92.3% |
| Participant deferral / active EE | $2,255 | $5,538-59.3% | $5,096-55.8% | $6,396-64.8% |
| Admin fee / account holder | $20,543 | $10,024+104.9% | $9,162+124.2% | $12,562+63.5% |