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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 | $95,760 | $112,729-15.1% | $98,716-3.0% | $137,256-30.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 7.62% | 38.48%-30.9pp | 31.81%-24.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,465 | $4,640-46.9% | $4,048-39.1% | $6,407-61.5% |
| Admin fee / account holder | $49,649 | $10,129+390.2% | $8,703+470.5% | $12,270+304.6% |