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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 | $55,202 | $103,038-46.4% | $90,324-38.9% | $152,909-63.9% |
| Participation rate | 40.9% | 75.9%-35.0pp | 73.3%-32.4pp | 82.5%-41.5pp |
| Annual return | 3.80% | 95.25%-91.4pp | 78.15%-74.3pp | 345.46%-341.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,568 | $4,282-63.4% | $3,885-59.6% | $5,851-73.2% |
| Admin fee / account holder | $970 | $6,177-84.3% | $5,356-81.9% | $11,601-91.6% |