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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 | $76,859 | $53,777+42.9% | $134,155-42.7% | $79,858-3.8% |
| Participation rate | 22.7% | 58.8%-36.0pp | 72.2%-49.5pp | 69.6%-46.9pp |
| Annual return | 4.76% | 19.01%-14.3pp | 36.34%-31.6pp | 31.72%-27.0pp |
| Employer contribution / active EE | $159 | $1,321-87.9% | $3,705-95.7% | $2,471-93.6% |
| Participant deferral / active EE | $1,198 | $2,420-50.5% | $3,500-65.8% | $3,740-68.0% |
| Admin fee / account holder | $2,266 | $3,984-43.1% | $6,685-66.1% | $5,306-57.3% |