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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 | $54,024 | $148,582-63.6% | $135,942-60.3% | $139,456-61.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 9.04% | 79.26%-70.2pp | 68.28%-59.2pp | 373.45%-364.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $17,820 | $8,101+120.0% | $7,759+129.7% | $6,711+165.5% |
| Admin fee / account holder | $24,598 | $12,402+98.3% | $10,764+128.5% | $11,407+115.6% |