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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 | $77,127 | $104,098-25.9% | $140,514-45.1% | $94,015-18.0% |
| Participation rate | 38.5% | 73.7%-35.2pp | 77.8%-39.3pp | 70.8%-32.4pp |
| Annual return | 9.14% | 15.14%-6.0pp | 14.36%-5.2pp | 17.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,508 | $4,033-37.8% | $4,919-49.0% | $4,249-41.0% |
| Admin fee / account holder | $44,381 | $10,439+325.2% | $13,697+224.0% | $8,951+395.8% |