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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 | $51,661 | $68,398-24.5% | $94,664-45.4% | $75,173-31.3% |
| Participation rate | 40.7% | 76.1%-35.3pp | 80.8%-40.1pp | 67.2%-26.5pp |
| Annual return | 14.38% | 616.72%-602.3pp | 156.84%-142.5pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,585 | $6,537-45.2% | $7,417-51.7% | $4,126-13.1% |
| Admin fee / account holder | $9,495 | $5,324+78.3% | $7,222+31.5% | $5,651+68.0% |