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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 | $80,130 | $136,860-41.5% | $120,344-33.4% | $154,746-48.2% |
| Participation rate | 14.3% | 79.9%-65.6pp | 76.7%-62.4pp | 80.7%-66.4pp |
| Annual return | 2.87% | 21.38%-18.5pp | 20.30%-17.4pp | 172.34%-169.5pp |
| Employer contribution / active EE | $669 | $3,533-81.1% | $3,020-77.9% | $4,379-84.7% |
| Participant deferral / active EE | $2,507 | $5,793-56.7% | $5,135-51.2% | $6,730-62.7% |
| Admin fee / account holder | $324,192 | $15,393+2006.2% | $12,742+2444.3% | $14,365+2156.8% |