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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 | $82,618 | $101,798-18.8% | $165,071-49.9% | $80,935+2.1% |
| Participation rate | 37.5% | 71.8%-34.3pp | 78.6%-41.1pp | 67.7%-30.2pp |
| Annual return | 8.93% | 16.73%-7.8pp | 70.17%-61.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $79 | $2,954-97.3% | $4,347-98.2% | $2,757-97.1% |
| Participant deferral / active EE | $2,377 | $4,476-46.9% | $6,035-60.6% | $4,299-44.7% |
| Admin fee / account holder | $42,321 | $8,221+414.8% | $12,695+233.4% | $6,924+511.2% |