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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 | $127,377 | $72,071+76.7% | $68,368+86.3% | $137,256-7.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.59% | 353.14%-341.6pp | 292.57%-281.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,517 | $4,410-42.9% | $4,123-39.0% | $6,407-60.7% |
| Admin fee / account holder | $49,765 | $5,336+832.7% | $5,150+866.3% | $12,270+305.6% |