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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 | $72,491 | $101,778-28.8% | $164,975-56.1% | $80,925-10.4% |
| Participation rate | 55.7% | 71.8%-16.1pp | 78.6%-22.9pp | 67.7%-11.9pp |
| Annual return | 9.64% | 16.73%-7.1pp | 70.12%-60.5pp | 35.65%-26.0pp |
| Employer contribution / active EE | $726 | $2,954-75.4% | $4,343-83.3% | $2,756-73.6% |
| Participant deferral / active EE | $2,240 | $4,477-50.0% | $6,033-62.9% | $4,299-47.9% |
| Admin fee / account holder | $35,173 | $8,221+327.8% | $12,688+177.2% | $6,940+406.8% |