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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 | $70,125 | $73,787-5.0% | $98,716-29.0% | $82,448-14.9% |
| Participation rate | 27.8% | 61.4%-33.6pp | 69.3%-41.5pp | 68.1%-40.3pp |
| Annual return | 10.82% | 18.57%-7.7pp | 31.81%-21.0pp | 41.64%-30.8pp |
| Employer contribution / active EE | $64 | $1,511-95.8% | $2,279-97.2% | $2,551-97.5% |
| Participant deferral / active EE | $1,939 | $3,081-37.1% | $4,048-52.1% | $4,139-53.2% |
| Admin fee / account holder | $41,894 | $6,500+544.5% | $8,703+381.4% | $7,234+479.1% |