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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 | $70,833 | $81,504-13.1% | $102,437-30.9% | $80,959-12.5% |
| Participation rate | 12.8% | 66.9%-54.1pp | 74.5%-61.7pp | 67.7%-54.9pp |
| Annual return | 9.41% | 25.60%-16.2pp | 24.95%-15.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $269 | $3,104-91.3% | $3,871-93.0% | $2,757-90.2% |
| Participant deferral / active EE | $1,793 | $3,871-53.7% | $5,060-64.6% | $4,300-58.3% |
| Admin fee / account holder | $20,113 | $6,719+199.3% | $8,388+139.8% | $6,925+190.4% |