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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 | $54,501 | $87,733-37.9% | $106,554-48.9% | $85,851-36.5% |
| Participation rate | 64.4% | 71.9%-7.5pp | 76.1%-11.7pp | 69.3%-4.9pp |
| Annual return | 8.95% | 21.86%-12.9pp | 26.80%-17.9pp | 318.63%-309.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,693 | $3,469-51.2% | $4,398-61.5% | $3,952-57.2% |
| Admin fee / account holder | $32,913 | $6,767+386.4% | $7,408+344.3% | $6,261+425.7% |