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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 | $36,300 | $117,829-69.2% | $102,423-64.6% | $145,877-75.1% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 7.39% | 31.83%-24.4pp | 29.42%-22.0pp | 551.28%-543.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,090 | $5,732-46.1% | $5,054-38.9% | $6,691-53.8% |
| Admin fee / account holder | $15,833 | $13,335+18.7% | $9,455+67.5% | $13,402+18.1% |