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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 | $77,555 | $148,582-47.8% | $135,942-42.9% | $139,456-44.4% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 9.17% | 79.26%-70.1pp | 68.28%-59.1pp | 373.45%-364.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,566 | $8,101-68.3% | $7,759-66.9% | $6,711-61.8% |
| Admin fee / account holder | $59,915 | $12,402+383.1% | $10,764+456.6% | $11,407+425.2% |