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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 | $81,232 | $65,364+24.3% | $92,909-12.6% | $72,975+11.3% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 1.04% | 42.11%-41.1pp | 109.44%-108.4pp | 81.01%-80.0pp |
| Employer contribution / active EE | $435 | $2,594-83.2% | $3,653-88.1% | $2,440-82.2% |
| Participant deferral / active EE | $2,478 | $3,128-20.8% | $4,238-41.5% | $3,608-31.3% |
| Admin fee / account holder | $13,007 | $4,251+206.0% | $5,795+124.5% | $5,124+153.9% |