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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 | $54,750 | $100,003-45.3% | $146,685-62.7% | $85,856-36.2% |
| Participation rate | 26.2% | 73.1%-46.8pp | 80.1%-53.8pp | 69.3%-43.1pp |
| Annual return | 8.59% | 18.93%-10.3pp | 22.75%-14.2pp | 318.58%-310.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,826 | $4,006-54.4% | $5,507-66.8% | $3,952-53.8% |
| Admin fee / account holder | $42,303 | $7,704+449.1% | $10,281+311.5% | $6,261+575.7% |