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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 | $67,851 | $77,472-12.4% | $100,415-32.4% | $80,959-16.2% |
| Participation rate | 42.6% | 76.9%-34.4pp | 81.5%-39.0pp | 67.7%-25.1pp |
| Annual return | 10.58% | 37.26%-26.7pp | 49.47%-38.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2 | $2,800-99.9% | $3,943-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $2,873 | $6,818-57.9% | $8,091-64.5% | $4,300-33.2% |
| Admin fee / account holder | $11,682 | $5,885+98.5% | $7,906+47.8% | $6,925+68.7% |