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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 | $57,550 | $129,737-55.6% | $119,126-51.7% | $154,746-62.8% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 5.61% | 379.08%-373.5pp | 282.11%-276.5pp | 172.34%-166.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,112 | $5,842-46.7% | $5,318-41.5% | $6,730-53.8% |
| Admin fee / account holder | $69,733 | $11,961+483.0% | $10,693+552.1% | $14,365+385.4% |