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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 | $71,394 | $95,415-25.2% | $185,851-61.6% | $85,851-16.8% |
| Participation rate | 33.3% | 68.8%-35.4pp | 81.7%-48.4pp | 69.3%-36.0pp |
| Annual return | 6.98% | 23.59%-16.6pp | 122.11%-115.1pp | 318.63%-311.7pp |
| Employer contribution / active EE | $196 | $3,314-94.1% | $5,168-96.2% | $2,565-92.3% |
| Participant deferral / active EE | $1,181 | $3,424-65.5% | $5,569-78.8% | $3,952-70.1% |
| Admin fee / account holder | $2,599 | $7,215-64.0% | $16,245-84.0% | $6,261-58.5% |