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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 | $63,649 | $87,106-26.9% | $105,607-39.7% | $80,935-21.4% |
| Participation rate | 42.9% | 70.4%-27.6pp | 75.3%-32.4pp | 67.7%-24.8pp |
| Annual return | 10.20% | 17.01%-6.8pp | 116.11%-105.9pp | 35.66%-25.5pp |
| Employer contribution / active EE | $588 | $2,396-75.5% | $3,167-81.4% | $2,757-78.7% |
| Participant deferral / active EE | $2,987 | $3,986-25.1% | $5,011-40.4% | $4,299-30.5% |
| Admin fee / account holder | $19,823 | $8,447+134.7% | $10,958+80.9% | $6,924+186.3% |