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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 | $39,217 | $98,776-60.3% | $149,745-73.8% | $79,856-50.9% |
| Participation rate | 56.4% | 75.8%-19.4pp | 82.5%-26.1pp | 69.6%-13.2pp |
| Annual return | 9.05% | 27.38%-18.3pp | 276.72%-267.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $37 | $3,217-98.8% | $4,646-99.2% | $2,471-98.5% |
| Participant deferral / active EE | $5,663 | $5,681-0.3% | $6,843-17.3% | $3,741+51.4% |
| Admin fee / account holder | $4,380 | $6,053-27.6% | $9,312-53.0% | $5,306-17.5% |