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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 | $52,730 | $213,785-75.3% | $185,441-71.6% | $155,188-66.0% |
| Participation rate | 54.5% | 83.2%-28.7pp | 80.3%-25.7pp | 80.8%-26.3pp |
| Annual return | 6.24% | 19.97%-13.7pp | 20.16%-13.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,636 | $6,864-17.9% | $6,152-8.4% | $6,531-13.7% |
| Admin fee / account holder | $89,855 | $21,134+325.2% | $17,890+402.3% | $14,480+520.6% |