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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 | $55,318 | $157,276-64.8% | $141,177-60.8% | $152,885-63.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 13.43% | 64.33%-50.9pp | 71.40%-58.0pp | 345.39%-332.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,375 | $7,110+31.8% | $6,710+39.7% | $5,851+60.2% |
| Admin fee / account holder | $748 | $12,123-93.8% | $10,263-92.7% | $11,598-93.6% |