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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 | $97,550-20.9% | $120,344-35.9% | $87,485-11.8% |
| Participation rate | 38.5% | 72.8%-34.4pp | 76.7%-38.2pp | 68.9%-30.5pp |
| Annual return | 9.14% | 18.41%-9.3pp | 20.30%-11.2pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,508 | $4,230-40.7% | $5,135-51.2% | $4,274-41.3% |
| Admin fee / account holder | $44,381 | $9,543+365.1% | $12,742+248.3% | $7,775+470.8% |