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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 | $75,676 | $97,125-22.1% | $86,233-12.2% | $137,256-44.9% |
| Participation rate | 36.4% | 74.2%-37.8pp | 69.0%-32.7pp | 80.0%-43.6pp |
| Annual return | 10.14% | 74.19%-64.0pp | 61.39%-51.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,545 | $5,180+103.6% | $4,559+131.3% | $6,407+64.6% |
| Admin fee / account holder | $49,183 | $9,725+405.8% | $8,342+489.6% | $12,270+300.8% |