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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 | $19,041 | $115,903-83.6% | $100,528-81.1% | $158,966-88.0% |
| Participation rate | 53.3% | 81.6%-28.3pp | 79.4%-26.1pp | 82.0%-28.6pp |
| Annual return | 1.61% | 34.80%-33.2pp | 30.90%-29.3pp | 302.95%-301.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,723 | $6,677+30.6% | $6,271+39.1% | $5,983+45.8% |
| Admin fee / account holder | $62,780 | $11,000+470.7% | $8,084+676.6% | $11,250+458.0% |