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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 | $77,460-12.4% | $100,378-32.4% | $80,925-16.2% |
| Participation rate | 42.6% | 76.9%-34.4pp | 81.5%-39.0pp | 67.7%-25.1pp |
| Annual return | 10.58% | 37.24%-26.7pp | 49.41%-38.8pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2 | $2,801-99.9% | $3,942-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $2,873 | $6,818-57.9% | $8,087-64.5% | $4,299-33.2% |
| Admin fee / account holder | $11,682 | $5,887+98.4% | $7,899+47.9% | $6,940+68.3% |