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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 | $40,416 | $63,346-36.2% | $92,240-56.2% | $70,126-42.4% |
| Participation rate | 47.2% | 68.7%-21.4pp | 76.5%-29.3pp | 69.5%-22.3pp |
| Annual return | 9.08% | 530.19%-521.1pp | 176.29%-167.2pp | 73.15%-64.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,625 | $2,854-43.1% | $3,897-58.3% | $3,332-51.2% |
| Admin fee / account holder | $21,090 | $3,841+449.1% | $5,194+306.0% | $4,645+354.0% |