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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 | $81,459 | $89,259-8.7% | $107,187-24.0% | $82,637-1.4% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 11.71% | 21.02%-9.3pp | 204.55%-192.8pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,956 | $4,037-26.8% | $5,096-42.0% | $4,126-28.4% |
| Admin fee / account holder | $18,460 | $7,381+150.1% | $9,162+101.5% | $7,339+151.5% |