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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 | $74,797 | $91,037-17.8% | $71,671+4.4% | $147,586-49.3% |
| Participation rate | 6.3% | 76.1%-69.9pp | 68.7%-62.5pp | 82.8%-76.6pp |
| Annual return | -0.56% | 20.48%-21.0pp | 20.65%-21.2pp | 578.59%-579.2pp |
| Employer contribution / active EE | $263 | $3,327-92.1% | $2,460-89.3% | $4,876-94.6% |
| Participant deferral / active EE | $1,125 | $4,498-75.0% | $3,438-67.3% | $5,439-79.3% |
| Admin fee / account holder | $491 | $8,613-94.3% | $5,558-91.2% | $10,886-95.5% |