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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 | $81,493 | $95,453-14.6% | $112,040-27.3% | $82,448-1.2% |
| Participation rate | 28.8% | 72.8%-43.9pp | 76.5%-47.7pp | 68.1%-39.3pp |
| Annual return | 11.89% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $328 | $2,318-85.8% | $2,954-88.9% | $2,551-87.1% |
| Participant deferral / active EE | $2,344 | $4,224-44.5% | $5,098-54.0% | $4,139-43.4% |
| Admin fee / account holder | $52,483 | $9,013+482.3% | $12,098+333.8% | $7,234+625.5% |