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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 | $79,379 | $110,240-28.0% | $96,544-17.8% | $139,487-43.1% |
| Participation rate | 31.8% | 78.1%-46.3pp | 76.0%-44.2pp | 80.3%-48.5pp |
| Annual return | 8.17% | 26.41%-18.2pp | 25.88%-17.7pp | 373.84%-365.7pp |
| Employer contribution / active EE | $654 | $3,622-81.9% | $2,966-77.9% | $4,755-86.2% |
| Participant deferral / active EE | $1,921 | $5,549-65.4% | $4,851-60.4% | $6,713-71.4% |
| Admin fee / account holder | $26,048 | $11,602+124.5% | $8,254+215.6% | $11,407+128.3% |