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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 | $54,811 | $106,280-48.4% | $96,538-43.2% | $139,487-60.7% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 8.17% | 38.48%-30.3pp | 35.74%-27.6pp | 373.84%-365.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,019 | $5,457-63.0% | $4,880-58.6% | $6,713-69.9% |
| Admin fee / account holder | $72,461 | $7,888+818.6% | $6,737+975.5% | $11,407+535.2% |