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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 | $87,060-56.5% | $105,591-64.2% | $80,911-53.2% |
| Participation rate | 63.5% | 70.4%-6.9pp | 75.3%-11.8pp | 67.6%-4.1pp |
| Annual return | 8.11% | 17.05%-8.9pp | 116.43%-108.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,759 | $3,986-55.9% | $5,008-64.9% | $4,297-59.1% |
| Admin fee / account holder | $25,516 | $8,442+202.2% | $11,024+131.5% | $6,935+267.9% |