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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 | $81,233-17.1% | $155,567-56.7% | $80,874-16.8% |
| Participation rate | 18.8% | 66.2%-47.5pp | 78.2%-59.4pp | 67.6%-48.9pp |
| Annual return | 6.85% | 33.33%-26.5pp | 64.74%-57.9pp | 35.62%-28.8pp |
| Employer contribution / active EE | $135 | $3,101-95.7% | $4,674-97.1% | $2,756-95.1% |
| Participant deferral / active EE | $1,380 | $3,452-60.0% | $5,628-75.5% | $4,297-67.9% |
| Admin fee / account holder | $24,939 | $7,998+211.8% | $15,916+56.7% | $6,935+259.6% |