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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 | $53,768 | $112,729-52.3% | $98,716-45.5% | $137,256-60.8% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.3%-5.0pp | 80.0%-15.7pp |
| Annual return | 5.28% | 38.48%-33.2pp | 31.81%-26.5pp | 220.34%-215.1pp |
| Employer contribution / active EE | -$786 | $2,725-128.8% | $2,279-134.5% | $4,156-118.9% |
| Participant deferral / active EE | $8,333 | $4,640+79.6% | $4,048+105.9% | $6,407+30.1% |
| Admin fee / account holder | $101,802 | $10,129+905.1% | $8,703+1069.8% | $12,270+729.7% |