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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 | $56,814 | $100,203-43.3% | $85,240-33.3% | $145,897-61.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.85% | 84.28%-77.4pp | 66.75%-59.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,703 | $5,299-11.2% | $4,527+3.9% | $6,689-29.7% |
| Admin fee / account holder | $583 | $7,265-92.0% | $6,165-90.5% | $13,390-95.6% |