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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 | $100,073-43.2% | $85,126-33.3% | $145,877-61.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 6.85% | 84.11%-77.3pp | 66.63%-59.8pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,703 | $5,294-11.2% | $4,523+4.0% | $6,691-29.7% |
| Admin fee / account holder | $583 | $7,261-92.0% | $6,160-90.5% | $13,402-95.6% |