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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 | $102,429-44.4% | $147,096-61.3% | $80,925-29.6% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 9.14% | 135.02%-125.9pp | 419.75%-410.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,670 | $6,649-44.8% | $8,071-54.5% | $4,299-14.6% |
| Admin fee / account holder | $2,061 | $7,957-74.1% | $13,005-84.2% | $6,940-70.3% |