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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 | $52,599 | $93,598-43.8% | $135,974-61.3% | $75,173-30.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 12.34% | 30.89%-18.6pp | 68.30%-56.0pp | 160.72%-148.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,941 | $6,405+8.4% | $7,760-10.6% | $4,126+68.2% |
| Admin fee / account holder | $26,260 | $6,978+276.3% | $10,767+143.9% | $5,651+364.7% |