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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 | $57,241 | $70,366-18.7% | $66,674-14.1% | $138,895-58.8% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.7%-14.6pp | 79.9%-20.8pp |
| Annual return | 11.29% | 386.41%-375.1pp | 321.24%-309.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,512 | $4,374-42.6% | $4,084-38.5% | $6,396-60.7% |
| Admin fee / account holder | $60,087 | $5,262+1041.8% | $5,098+1078.6% | $12,562+378.3% |