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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 | $67,326 | $81,358-17.2% | $155,556-56.7% | $80,959-16.8% |
| Participation rate | 18.8% | 66.3%-47.5pp | 78.2%-59.5pp | 67.7%-48.9pp |
| Annual return | 6.85% | 33.39%-26.5pp | 64.84%-58.0pp | 35.67%-28.8pp |
| Employer contribution / active EE | $135 | $3,106-95.7% | $4,675-97.1% | $2,757-95.1% |
| Participant deferral / active EE | $1,380 | $3,455-60.1% | $5,631-75.5% | $4,300-67.9% |
| Admin fee / account holder | $24,939 | $7,994+212.0% | $15,885+57.0% | $6,925+260.1% |