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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 | $37,155 | $98,766-62.4% | $149,730-75.2% | $79,852-53.5% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.5%-46.4pp | 69.6%-33.5pp |
| Annual return | 9.52% | 27.43%-17.9pp | 276.70%-267.2pp | 31.72%-22.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,410 | $5,681-57.6% | $6,843-64.8% | $3,740-35.6% |
| Admin fee / account holder | $25,112 | $6,052+314.9% | $9,310+169.7% | $5,306+373.3% |