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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 | $67,837 | $108,825-37.7% | $156,181-56.6% | $82,448-17.7% |
| Participation rate | 30.8% | 72.4%-41.6pp | 78.8%-48.1pp | 68.1%-37.3pp |
| Annual return | 9.64% | 20.59%-11.0pp | 64.87%-55.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $216 | $2,870-92.5% | $4,294-95.0% | $2,551-91.5% |
| Participant deferral / active EE | $2,170 | $4,577-52.6% | $6,132-64.6% | $4,139-47.6% |
| Admin fee / account holder | $117,723 | $9,341+1160.3% | $14,586+707.1% | $7,234+1527.3% |