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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 | $44,019 | $117,895-62.7% | $102,460-57.0% | $145,897-69.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 6.81% | 31.92%-25.1pp | 29.47%-22.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,330 | $5,736-41.9% | $5,056-34.1% | $6,689-50.2% |
| Admin fee / account holder | $65,849 | $13,353+393.2% | $9,460+596.1% | $13,390+391.8% |