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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 | $39,341 | $65,395-39.8% | $182,540-78.4% | $72,975-46.1% |
| Participation rate | 36.2% | 65.4%-29.3pp | 78.0%-41.8pp | 69.5%-33.3pp |
| Annual return | 11.87% | 27.68%-15.8pp | 148.58%-136.7pp | 81.01%-69.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,708 | $3,563-24.0% | $5,525-51.0% | $3,608-24.9% |
| Admin fee / account holder | $29,796 | $4,245+602.0% | $8,593+246.7% | $5,124+481.5% |