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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 | $45,667 | $85,171-46.4% | $172,753-73.6% | $72,976-37.4% |
| Participation rate | 56.5% | 70.1%-13.5pp | 82.6%-26.1pp | 69.5%-13.0pp |
| Annual return | 15.21% | 27.32%-12.1pp | 803.00%-787.8pp | 81.02%-65.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,175 | $3,260-33.3% | $5,198-58.2% | $3,608-39.7% |
| Admin fee / account holder | $8,050 | $5,880+36.9% | $13,956-42.3% | $5,124+57.1% |