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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 | $73,563 | $86,919-15.4% | $102,457-28.2% | $80,911-9.1% |
| Participation rate | 33.7% | 72.4%-38.7pp | 76.5%-42.8pp | 67.6%-34.0pp |
| Annual return | 8.50% | 18.90%-10.4pp | 29.41%-20.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $59 | $2,368-97.5% | $3,022-98.0% | $2,756-97.9% |
| Participant deferral / active EE | $2,532 | $4,119-38.5% | $5,054-49.9% | $4,297-41.1% |
| Admin fee / account holder | $9,246 | $8,049+14.9% | $9,451-2.2% | $6,935+33.3% |