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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 | $77,364 | $99,345-22.1% | $84,753-8.7% | $273,972-71.8% |
| Participation rate | 47.6% | 80.7%-33.1pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | -0.12% | 22.93%-23.0pp | 22.78%-22.9pp | 41.46%-41.6pp |
| Employer contribution / active EE | $281 | $4,214-93.3% | $3,574-92.1% | $4,869-94.2% |
| Participant deferral / active EE | $2,808 | $4,270-34.2% | $3,712-24.3% | $5,287-46.9% |
| Admin fee / account holder | $14,947 | $6,645+124.9% | $5,333+180.3% | $10,133+47.5% |