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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 | $39,690 | $102,422-61.2% | $147,117-73.0% | $80,959-51.0% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 9.82% | 135.16%-125.3pp | 420.54%-410.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,555 | $6,652-46.6% | $8,065-55.9% | $4,300-17.3% |
| Admin fee / account holder | $10,688 | $7,953+34.4% | $12,993-17.7% | $6,925+54.3% |