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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 | $51,965 | $115,911-55.2% | $100,530-48.3% | $158,950-67.3% |
| Participation rate | 39.1% | 81.6%-42.5pp | 79.4%-40.3pp | 82.0%-42.8pp |
| Annual return | 2.77% | 34.80%-32.0pp | 30.89%-28.1pp | 302.91%-300.1pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,089 | $6,676-53.7% | $6,271-50.7% | $5,983-48.4% |
| Admin fee / account holder | $132,508 | $10,999+1104.7% | $8,083+1539.3% | $11,248+1078.0% |