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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 | $74,229 | $70,418+5.4% | $96,570-23.1% | $85,847-13.5% |
| Participation rate | 33.3% | 61.8%-28.5pp | 69.8%-36.5pp | 69.3%-36.0pp |
| Annual return | 10.29% | 18.59%-8.3pp | 37.79%-27.5pp | 318.61%-308.3pp |
| Employer contribution / active EE | $98 | $1,413-93.0% | $2,357-95.8% | $2,565-96.2% |
| Participant deferral / active EE | $2,314 | $2,894-20.1% | $3,849-39.9% | $3,952-41.5% |
| Admin fee / account holder | $7,535 | $4,995+50.9% | $6,182+21.9% | $6,261+20.4% |