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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 | $40,489 | $105,160-61.5% | $94,679-57.2% | $139,456-71.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 11.98% | 38.04%-26.1pp | 156.75%-144.8pp | 373.45%-361.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,292 | $7,599-69.8% | $7,417-69.1% | $6,711-65.8% |
| Admin fee / account holder | $3,081 | $8,988-65.7% | $7,233-57.4% | $11,407-73.0% |