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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 | $73,770 | $101,950-27.6% | $125,529-41.2% | $86,983-15.2% |
| Participation rate | 54.4% | 70.2%-15.8pp | 74.7%-20.3pp | 69.5%-15.2pp |
| Annual return | 11.02% | 18.29%-7.3pp | 202.56%-191.5pp | 25.83%-14.8pp |
| Employer contribution / active EE | $394 | $2,358-83.3% | $3,058-87.1% | $2,584-84.8% |
| Participant deferral / active EE | $2,038 | $3,862-47.2% | $4,813-57.7% | $4,194-51.4% |
| Admin fee / account holder | $8,688 | $12,791-32.1% | $16,298-46.7% | $7,856+10.6% |