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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 | $94,855 | $126,661-25.1% | $113,397-16.4% | $138,895-31.7% |
| Participation rate | 27.3% | 79.4%-52.2pp | 76.5%-49.2pp | 79.9%-52.6pp |
| Annual return | -0.86% | 25.05%-25.9pp | 23.20%-24.1pp | 145.39%-146.3pp |
| Employer contribution / active EE | $681 | $3,456-80.3% | $2,977-77.1% | $4,194-83.8% |
| Participant deferral / active EE | $7,702 | $5,693+35.3% | $5,076+51.7% | $6,396+20.4% |
| Admin fee / account holder | $5,520 | $14,549-62.1% | $11,957-53.8% | $12,562-56.1% |