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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 | $61,276 | $111,830-45.2% | $93,696-34.6% | $145,884-58.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 6.19% | 204.08%-197.9pp | 133.74%-127.6pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,866 | $4,920-41.8% | $4,417-35.1% | $6,690-57.2% |
| Admin fee / account holder | $74,656 | $10,249+628.4% | $8,287+800.9% | $13,392+457.5% |