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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 | $77,523-12.5% | $100,383-32.4% | $80,874-16.1% |
| Participation rate | 42.6% | 77.0%-34.4pp | 81.5%-38.9pp | 67.6%-25.1pp |
| Annual return | 10.58% | 37.21%-26.6pp | 49.26%-38.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2 | $2,801-99.9% | $3,944-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $2,873 | $6,822-57.9% | $8,086-64.5% | $4,297-33.1% |
| Admin fee / account holder | $11,682 | $5,899+98.0% | $7,900+47.9% | $6,935+68.4% |