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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 | $107,780 | $123,155-12.5% | $108,753-0.9% | $155,188-30.5% |
| Participation rate | 37.5% | 75.6%-38.1pp | 71.1%-33.6pp | 80.8%-43.3pp |
| Annual return | 5.48% | 44.73%-39.3pp | 37.47%-32.0pp | 148.84%-143.4pp |
| Employer contribution / active EE | $291 | $2,811-89.6% | $2,427-88.0% | $4,248-93.1% |
| Participant deferral / active EE | $1,637 | $4,623-64.6% | $4,115-60.2% | $6,531-74.9% |
| Admin fee / account holder | $67,324 | $12,126+455.2% | $10,320+552.4% | $14,480+365.0% |