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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 | $178,174-70.4% | $156,181-66.2% | $137,256-61.6% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 6.24% | 84.19%-77.9pp | 64.87%-58.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,636 | $6,888-18.2% | $6,132-8.1% | $6,407-12.0% |
| Admin fee / account holder | $89,855 | $17,404+416.3% | $14,586+516.0% | $12,270+632.3% |