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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 | $60,995 | $107,809-43.4% | $97,032-37.1% | $155,188-60.7% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 0.78% | 38.06%-37.3pp | 35.38%-34.6pp | 148.84%-148.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $75,000 | $5,129+1362.1% | $4,672+1505.2% | $6,531+1048.3% |
| Admin fee / account holder | $217,500 | $10,717+1929.4% | $9,418+2209.5% | $14,480+1402.1% |