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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 | $115,986 | $58,627+97.8% | $76,735+51.2% | $82,448+40.7% |
| Participation rate | 22.0% | 63.2%-41.2pp | 69.5%-47.5pp | 68.1%-46.0pp |
| Annual return | 10.47% | 39.10%-28.6pp | 29.77%-19.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $313 | $1,729-81.9% | $2,454-87.2% | $2,551-87.7% |
| Participant deferral / active EE | $1,439 | $3,134-54.1% | $4,088-64.8% | $4,139-65.2% |
| Admin fee / account holder | $2,454 | $5,323-53.9% | $7,189-65.9% | $7,234-66.1% |