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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 | $37,847 | $87,132-56.6% | $105,624-64.2% | $80,959-53.3% |
| Participation rate | 63.5% | 70.4%-6.9pp | 75.3%-11.7pp | 67.7%-4.1pp |
| Annual return | 8.11% | 17.03%-8.9pp | 116.20%-108.1pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,759 | $3,985-55.9% | $5,013-64.9% | $4,300-59.1% |
| Admin fee / account holder | $25,516 | $8,449+202.0% | $10,961+132.8% | $6,925+268.4% |