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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 | $80,130 | $138,312-42.1% | $122,979-34.8% | $155,188-48.4% |
| Participation rate | 14.3% | 80.2%-65.9pp | 77.2%-62.9pp | 80.8%-66.5pp |
| Annual return | 2.87% | 22.06%-19.2pp | 20.12%-17.2pp | 148.84%-146.0pp |
| Employer contribution / active EE | $669 | $3,530-81.1% | $3,062-78.2% | $4,248-84.3% |
| Participant deferral / active EE | $2,507 | $5,592-55.2% | $5,003-49.9% | $6,531-61.6% |
| Admin fee / account holder | $324,192 | $15,089+2048.5% | $12,864+2420.1% | $14,480+2138.9% |