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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 | $63,718 | $157,304-59.5% | $141,197-54.9% | $152,909-58.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 12.26% | 64.34%-52.1pp | 71.41%-59.1pp | 345.46%-333.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,262 | $7,111-54.1% | $6,710-51.4% | $5,851-44.2% |
| Admin fee / account holder | $229,723 | $12,126+1794.5% | $10,265+2138.0% | $11,601+1880.2% |