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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 | $71,717 | $162,136-55.8% | $152,301-52.9% | $154,746-53.7% |
| Participation rate | 14.3% | 84.1%-69.8pp | 82.4%-68.2pp | 80.7%-66.4pp |
| Annual return | 5.78% | 91.02%-85.2pp | 80.50%-74.7pp | 172.34%-166.6pp |
| Employer contribution / active EE | $800 | $4,890-83.6% | $4,624-82.7% | $4,379-81.7% |
| Participant deferral / active EE | $4,429 | $8,341-46.9% | $8,004-44.7% | $6,730-34.2% |
| Admin fee / account holder | $205,509 | $15,759+1204.0% | $14,398+1327.4% | $14,365+1330.6% |