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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 | $38,913 | $70,366-44.7% | $66,674-41.6% | $138,895-72.0% |
| Participation rate | 10.0% | 76.2%-66.2pp | 73.7%-63.7pp | 79.9%-69.9pp |
| Annual return | 10.68% | 386.41%-375.7pp | 321.24%-310.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,015 | $4,374-76.8% | $4,084-75.1% | $6,396-84.1% |
| Admin fee / account holder | $6,845 | $5,262+30.1% | $5,098+34.3% | $12,562-45.5% |