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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 | $126,661-36.7% | $113,397-29.3% | $138,895-42.3% |
| Participation rate | 14.3% | 79.4%-65.2pp | 76.5%-62.2pp | 79.9%-65.6pp |
| Annual return | 2.87% | 25.05%-22.2pp | 23.20%-20.3pp | 145.39%-142.5pp |
| Employer contribution / active EE | $669 | $3,456-80.7% | $2,977-77.5% | $4,194-84.1% |
| Participant deferral / active EE | $2,507 | $5,693-56.0% | $5,076-50.6% | $6,396-60.8% |
| Admin fee / account holder | $324,192 | $14,549+2128.2% | $11,957+2611.4% | $12,562+2480.7% |