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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 | $56,399 | $95,406-40.9% | $185,849-69.7% | $85,847-34.3% |
| Participation rate | 37.5% | 68.8%-31.3pp | 81.7%-44.2pp | 69.3%-31.8pp |
| Annual return | 10.31% | 23.59%-13.3pp | 122.10%-111.8pp | 318.61%-308.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,530 | $3,424-55.3% | $5,569-72.5% | $3,952-61.3% |
| Admin fee / account holder | $10,285 | $7,214+42.6% | $16,244-36.7% | $6,261+64.3% |