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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 | $38,410 | $184,000-79.1% | $162,185-76.3% | $152,909-74.9% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 0.55% | 150.80%-150.2pp | 115.61%-115.1pp | 345.46%-344.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,524 | $8,033-56.1% | $7,297-51.7% | $5,851-39.8% |
| Admin fee / account holder | $4,191 | $13,124-68.1% | $10,844-61.4% | $11,601-63.9% |