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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 | $56,149 | $109,372-48.7% | $89,414-37.2% | $158,966-64.7% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 2.86% | 345.55%-342.7pp | 245.50%-242.6pp | 302.95%-300.1pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,320 | $4,598-49.6% | $3,890-40.4% | $5,983-61.2% |
| Admin fee / account holder | $61,092 | $6,156+892.4% | $4,883+1151.1% | $11,250+443.0% |