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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 | $99,053-38.4% | $88,179-30.8% | $138,895-56.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 0.78% | 78.17%-77.4pp | 64.97%-64.2pp | 145.39%-144.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $75,000 | $5,225+1335.3% | $4,614+1525.6% | $6,396+1072.6% |
| Admin fee / account holder | $217,500 | $8,748+2386.2% | $7,673+2734.6% | $12,562+1631.4% |