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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 | $73,564 | $88,672-17.0% | $105,223-30.1% | $82,448-10.8% |
| Participation rate | 40.8% | 67.9%-27.1pp | 75.0%-34.2pp | 68.1%-27.3pp |
| Annual return | 12.56% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $125 | $3,048-95.9% | $3,689-96.6% | $2,551-95.1% |
| Participant deferral / active EE | $2,988 | $4,036-26.0% | $5,072-41.1% | $4,139-27.8% |
| Admin fee / account holder | $12,037 | $7,146+68.4% | $8,859+35.9% | $7,234+66.4% |