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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 | $97,125-37.2% | $86,233-29.3% | $137,256-55.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 0.78% | 74.19%-73.4pp | 61.39%-60.6pp | 220.34%-219.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $75,000 | $5,180+1348.0% | $4,559+1545.1% | $6,407+1070.6% |
| Admin fee / account holder | $217,500 | $9,725+2136.6% | $8,342+2507.2% | $12,270+1672.6% |