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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 | $51,156 | $103,392-50.5% | $87,104-41.3% | $152,897-66.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 2.03% | 28.10%-26.1pp | 28.19%-26.2pp | 345.43%-343.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,697 | $4,778+82.0% | $4,048+114.8% | $5,851+48.6% |
| Admin fee / account holder | $40,244 | $12,194+230.0% | $7,491+437.2% | $11,599+246.9% |