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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 | $84,040 | $176,794-52.5% | $146,647-42.7% | $167,553-49.8% |
| Participation rate | 26.3% | 83.6%-57.3pp | 80.1%-53.8pp | 82.1%-55.8pp |
| Annual return | 4.06% | 24.04%-20.0pp | 22.75%-18.7pp | 478.89%-474.8pp |
| Employer contribution / active EE | $947 | $5,161-81.6% | $4,137-77.1% | $4,840-80.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $457,867 | $13,262+3352.4% | $10,281+4353.7% | $12,316+3617.5% |