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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 | $67,531 | $95,453-29.3% | $112,040-39.7% | $82,448-18.1% |
| Participation rate | 33.9% | 72.8%-38.9pp | 76.5%-42.6pp | 68.1%-34.2pp |
| Annual return | 9.66% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $357 | $2,318-84.6% | $2,954-87.9% | $2,551-86.0% |
| Participant deferral / active EE | $2,290 | $4,224-45.8% | $5,098-55.1% | $4,139-44.7% |
| Admin fee / account holder | $40,092 | $9,013+344.8% | $12,098+231.4% | $7,234+454.2% |