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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 | $67,101 | $96,731-30.6% | $123,973-45.9% | $86,983-22.9% |
| Participation rate | 55.0% | 70.0%-15.0pp | 76.7%-21.7pp | 69.5%-14.5pp |
| Annual return | 10.65% | 17.33%-6.7pp | 388.13%-377.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $601 | $3,297-81.8% | $4,126-85.4% | $2,584-76.7% |
| Participant deferral / active EE | $2,797 | $4,152-32.6% | $5,247-46.7% | $4,194-33.3% |
| Admin fee / account holder | $19,283 | $8,722+121.1% | $11,799+63.4% | $7,856+145.5% |