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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 | $52,974 | $72,071-26.5% | $68,368-22.5% | $137,256-61.4% |
| Participation rate | 53.3% | 76.2%-22.9pp | 73.8%-20.4pp | 80.0%-26.6pp |
| Annual return | 8.11% | 353.14%-345.0pp | 292.57%-284.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,090 | $4,410-52.6% | $4,123-49.3% | $6,407-67.4% |
| Admin fee / account holder | $22,723 | $5,336+325.9% | $5,150+341.2% | $12,270+85.2% |