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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 | $37,558 | $102,422-63.3% | $147,117-74.5% | $80,959-53.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 11.64% | 135.16%-123.5pp | 420.54%-408.9pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,165 | $6,652-22.4% | $8,065-36.0% | $4,300+20.1% |
| Admin fee / account holder | $5,254 | $7,953-33.9% | $12,993-59.6% | $6,925-24.1% |