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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 | $101,795-28.8% | $165,100-56.1% | $80,959-10.5% |
| Participation rate | 55.7% | 71.8%-16.1pp | 78.6%-22.9pp | 67.7%-11.9pp |
| Annual return | 9.64% | 16.73%-7.1pp | 70.21%-60.6pp | 35.67%-26.0pp |
| Employer contribution / active EE | $726 | $2,954-75.4% | $4,348-83.3% | $2,757-73.7% |
| Participant deferral / active EE | $2,240 | $4,476-50.0% | $6,035-62.9% | $4,300-47.9% |
| Admin fee / account holder | $35,173 | $8,221+327.8% | $12,696+177.1% | $6,925+407.9% |