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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 | $56,537 | $70,684-20.0% | $169,397-66.6% | $75,177-24.8% |
| Participation rate | 54.7% | 64.8%-10.1pp | 77.2%-22.5pp | 67.2%-12.5pp |
| Annual return | 13.93% | 36.38%-22.5pp | 406.23%-392.3pp | 160.75%-146.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,821 | $4,310-11.3% | $6,223-38.6% | $4,126-7.4% |
| Admin fee / account holder | $6,277 | $5,404+16.2% | $9,017-30.4% | $5,651+11.1% |