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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 | $75,144 | $86,949-13.6% | $102,460-26.7% | $80,959-7.2% |
| Participation rate | 43.9% | 72.4%-28.5pp | 76.5%-32.6pp | 67.7%-23.8pp |
| Annual return | 7.94% | 18.89%-11.0pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $428 | $2,370-81.9% | $3,025-85.8% | $2,757-84.5% |
| Participant deferral / active EE | $2,845 | $4,121-31.0% | $5,056-43.7% | $4,300-33.9% |
| Admin fee / account holder | $29,452 | $8,048+266.0% | $9,460+211.3% | $6,925+325.3% |