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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 | $76,829 | $101,795-24.5% | $165,100-53.5% | $80,959-5.1% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.7%-17.7pp |
| Annual return | 6.60% | 16.73%-10.1pp | 70.21%-63.6pp | 35.67%-29.1pp |
| Employer contribution / active EE | $626 | $2,954-78.8% | $4,348-85.6% | $2,757-77.3% |
| Participant deferral / active EE | $3,124 | $4,476-30.2% | $6,035-48.2% | $4,300-27.4% |
| Admin fee / account holder | $25,242 | $8,221+207.0% | $12,696+98.8% | $6,925+264.5% |