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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 | $45,199 | $71,230-36.5% | $93,727-51.8% | $80,959-44.2% |
| Participation rate | 57.1% | 60.4%-3.3pp | 68.7%-11.6pp | 67.7%-10.5pp |
| Annual return | 9.19% | 11.26%-2.1pp | 133.83%-124.6pp | 35.67%-26.5pp |
| Employer contribution / active EE | $337 | $1,565-78.5% | $2,421-86.1% | $2,757-87.8% |
| Participant deferral / active EE | $2,391 | $4,037-40.8% | $4,417-45.9% | $4,300-44.4% |
| Admin fee / account holder | $17,007 | $6,961+144.3% | $8,292+105.1% | $6,925+145.6% |