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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 | $74,206 | $183,516-59.6% | $155,534-52.3% | $145,884-49.1% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 7.85% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $725 | $5,315-86.4% | $4,675-84.5% | $4,662-84.5% |
| Participant deferral / active EE | $2,850 | $6,467-55.9% | $5,630-49.4% | $6,690-57.4% |
| Admin fee / account holder | $41,441 | $19,293+114.8% | $15,900+160.6% | $13,392+209.5% |