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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 | $78,219 | $97,648-19.9% | $121,663-35.7% | $87,485-10.6% |
| Participation rate | 45.3% | 70.5%-25.2pp | 74.5%-29.2pp | 68.9%-23.6pp |
| Annual return | 10.54% | 18.03%-7.5pp | 147.54%-137.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $470 | $2,300-79.6% | $3,020-84.4% | $2,596-81.9% |
| Participant deferral / active EE | $1,873 | $3,923-52.2% | $4,887-61.7% | $4,274-56.2% |
| Admin fee / account holder | $40,044 | $11,100+260.8% | $14,289+180.2% | $7,775+415.1% |