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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 | $95,404-29.2% | $113,397-40.4% | $82,637-18.3% |
| Participation rate | 33.9% | 72.8%-38.9pp | 76.5%-42.6pp | 68.1%-34.2pp |
| Annual return | 9.66% | 19.08%-9.4pp | 23.20%-13.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $357 | $2,307-84.5% | $2,977-88.0% | $2,552-86.0% |
| Participant deferral / active EE | $2,290 | $4,220-45.7% | $5,076-54.9% | $4,126-44.5% |
| Admin fee / account holder | $40,092 | $9,168+337.3% | $11,957+235.3% | $7,339+446.3% |