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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 | $53,785 | $68,394-21.4% | $94,672-43.2% | $75,177-28.5% |
| Participation rate | 63.6% | 76.1%-12.4pp | 80.8%-17.2pp | 67.2%-3.6pp |
| Annual return | 14.92% | 616.92%-602.0pp | 156.89%-142.0pp | 160.75%-145.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,709 | $6,536-12.6% | $7,417-23.0% | $4,126+38.4% |
| Admin fee / account holder | $15,427 | $5,326+189.7% | $7,222+113.6% | $5,651+173.0% |