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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 | $119,042 | $96,508+23.3% | $75,901+56.8% | $152,897-22.1% |
| Participation rate | 5.9% | 76.2%-70.3pp | 69.3%-63.4pp | 82.5%-76.6pp |
| Annual return | 1.38% | 33.99%-32.6pp | 30.76%-29.4pp | 345.43%-344.1pp |
| Employer contribution / active EE | $143 | $3,310-95.7% | $2,501-94.3% | $4,764-97.0% |
| Participant deferral / active EE | $1,118 | $4,554-75.5% | $3,603-69.0% | $5,851-80.9% |
| Admin fee / account holder | $827 | $8,081-89.8% | $5,420-84.7% | $11,599-92.9% |