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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 | $53,012 | $117,846-55.0% | $102,434-48.2% | $145,884-63.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 8.09% | 31.90%-23.8pp | 29.46%-21.4pp | 551.85%-543.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,620 | $5,733+67.8% | $5,055+90.3% | $6,690+43.8% |
| Admin fee / account holder | $38,671 | $13,356+189.5% | $9,462+308.7% | $13,392+188.8% |