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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 | $39,483 | $105,210-62.5% | $159,487-75.2% | $85,851-54.0% |
| Participation rate | 58.5% | 75.8%-17.2pp | 82.8%-24.3pp | 69.3%-10.8pp |
| Annual return | 10.24% | 45.08%-34.8pp | 263.71%-253.5pp | 318.63%-308.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,208 | $5,946-12.4% | $7,354-29.2% | $3,952+31.8% |
| Admin fee / account holder | $11,012 | $6,934+58.8% | $10,804+1.9% | $6,261+75.9% |