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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 | $117,241 | $58,627+100.0% | $76,735+52.8% | $82,448+42.2% |
| Participation rate | 27.0% | 63.2%-36.2pp | 69.5%-42.5pp | 68.1%-41.1pp |
| Annual return | 8.54% | 39.10%-30.6pp | 29.77%-21.2pp | 41.64%-33.1pp |
| Employer contribution / active EE | $254 | $1,729-85.3% | $2,454-89.7% | $2,551-90.0% |
| Participant deferral / active EE | $1,557 | $3,134-50.3% | $4,088-61.9% | $4,139-62.4% |
| Admin fee / account holder | $4,087 | $5,323-23.2% | $7,189-43.2% | $7,234-43.5% |