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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 | $56,989 | $102,382-44.3% | $147,005-61.2% | $80,874-29.5% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 9.14% | 134.89%-125.8pp | 418.76%-409.6pp | 35.62%-26.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,670 | $6,646-44.8% | $8,070-54.5% | $4,297-14.6% |
| Admin fee / account holder | $2,061 | $7,942-74.1% | $13,006-84.2% | $6,935-70.3% |