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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 | $75,762 | $91,559-17.3% | $133,982-43.5% | $79,859-5.1% |
| Participation rate | 40.6% | 73.3%-32.7pp | 79.8%-39.2pp | 69.6%-29.0pp |
| Annual return | 2.67% | 61.85%-59.2pp | 45.10%-42.4pp | 31.71%-29.0pp |
| Employer contribution / active EE | $270 | $2,384-88.7% | $3,919-93.1% | $2,471-89.1% |
| Participant deferral / active EE | $2,074 | $3,734-44.4% | $5,047-58.9% | $3,741-44.5% |
| Admin fee / account holder | $7,908 | $6,321+25.1% | $8,930-11.4% | $5,307+49.0% |