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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 | $76,038 | $71,215+6.8% | $93,696-18.8% | $80,935-6.1% |
| Participation rate | 21.4% | 60.4%-39.0pp | 68.7%-47.3pp | 67.7%-46.2pp |
| Annual return | 8.26% | 11.27%-3.0pp | 133.74%-125.5pp | 35.66%-27.4pp |
| Employer contribution / active EE | $233 | $1,565-85.1% | $2,422-90.4% | $2,757-91.6% |
| Participant deferral / active EE | $1,249 | $4,037-69.1% | $4,417-71.7% | $4,299-71.0% |
| Admin fee / account holder | $10,944 | $6,958+57.3% | $8,287+32.1% | $6,924+58.1% |