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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 | $199,109-73.5% | $173,730-69.6% | $154,746-65.9% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.6%-25.0pp | 80.7%-26.2pp |
| Annual return | 6.24% | 20.02%-13.8pp | 19.96%-13.7pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,636 | $7,113-20.8% | $6,326-10.9% | $6,730-16.3% |
| Admin fee / account holder | $89,855 | $20,916+329.6% | $17,523+412.8% | $14,365+525.5% |