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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 | $58,923 | $211,288-72.1% | $178,540-67.0% | $145,884-59.6% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 7.51% | 30.27%-22.8pp | 27.15%-19.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,602 | $6,967-62.6% | $6,281-58.6% | $6,690-61.1% |
| Admin fee / account holder | $50,190 | $12,105+314.6% | $10,424+381.5% | $13,392+274.8% |