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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 | $77,936 | $58,627+32.9% | $76,735+1.6% | $82,448-5.5% |
| Participation rate | 36.6% | 63.2%-26.6pp | 69.5%-32.9pp | 68.1%-31.5pp |
| Annual return | 11.78% | 39.10%-27.3pp | 29.77%-18.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $72 | $1,729-95.8% | $2,454-97.0% | $2,551-97.2% |
| Participant deferral / active EE | $1,449 | $3,134-53.7% | $4,088-64.5% | $4,139-65.0% |
| Admin fee / account holder | $6,001 | $5,323+12.7% | $7,189-16.5% | $7,234-17.1% |