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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 | $74,947 | $161,352-53.6% | $134,172-44.1% | $137,256-45.4% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 4.16% | 28.72%-24.6pp | 25.30%-21.1pp | 220.34%-216.2pp |
| Employer contribution / active EE | $506 | $4,099-87.7% | $3,420-85.2% | $4,156-87.8% |
| Participant deferral / active EE | $3,618 | $5,552-34.8% | $4,690-22.9% | $6,407-43.5% |
| Admin fee / account holder | $26,568 | $15,028+76.8% | $12,016+121.1% | $12,270+116.5% |