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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 | $35,850 | $63,346-43.4% | $92,239-61.1% | $70,124-48.9% |
| Participation rate | 53.7% | 68.7%-15.0pp | 76.5%-22.8pp | 69.5%-15.9pp |
| Annual return | 10.16% | 530.19%-520.0pp | 176.29%-166.1pp | 73.14%-63.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,316 | $2,854-53.9% | $3,897-66.2% | $3,332-60.5% |
| Admin fee / account holder | $7,707 | $3,841+100.7% | $5,194+48.4% | $4,645+65.9% |