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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 | $77,916 | $111,535-30.1% | $105,223-26.0% | $137,256-43.2% |
| Participation rate | 43.5% | 78.1%-34.6pp | 75.0%-31.6pp | 80.0%-36.5pp |
| Annual return | 6.86% | 237.85%-231.0pp | 180.65%-173.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,933 | $5,500-64.9% | $5,072-61.9% | $6,407-69.8% |
| Admin fee / account holder | $50,119 | $9,721+415.6% | $8,859+465.8% | $12,270+308.5% |