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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 | $71,853 | $78,015-7.9% | $178,505-59.7% | $80,959-11.2% |
| Participation rate | 39.0% | 65.7%-26.6pp | 77.1%-38.1pp | 67.7%-28.6pp |
| Annual return | 5.66% | 18.10%-12.4pp | 27.16%-21.5pp | 35.67%-30.0pp |
| Employer contribution / active EE | $128 | $2,281-94.4% | $3,955-96.8% | $2,757-95.4% |
| Participant deferral / active EE | $1,693 | $4,406-61.6% | $6,280-73.0% | $4,300-60.6% |
| Admin fee / account holder | $16,933 | $7,160+136.5% | $10,428+62.4% | $6,925+144.5% |