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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 | $51,630 | $102,382-49.6% | $147,005-64.9% | $80,874-36.2% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 9.51% | 134.89%-125.4pp | 418.76%-409.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,623 | $6,646-30.4% | $8,070-42.7% | $4,297+7.6% |
| Admin fee / account holder | $15,387 | $7,942+93.7% | $13,006+18.3% | $6,935+121.9% |