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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 | $65,109 | $110,379-41.0% | $102,412-36.4% | $145,884-55.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 8.52% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $107 | $4,216-97.5% | $3,870-97.2% | $4,662-97.7% |
| Participant deferral / active EE | $1,908 | $5,622-66.1% | $5,060-62.3% | $6,690-71.5% |
| Admin fee / account holder | $110,577 | $9,745+1034.7% | $8,388+1218.3% | $13,392+725.7% |