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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 | $99,053-23.6% | $88,179-14.2% | $138,895-45.5% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.1%-32.8pp | 79.9%-43.6pp |
| Annual return | 10.14% | 78.17%-68.0pp | 64.97%-54.8pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,545 | $5,225+101.8% | $4,614+128.6% | $6,396+64.9% |
| Admin fee / account holder | $49,183 | $8,748+462.2% | $7,673+541.0% | $12,562+291.5% |