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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 | $56,132 | $129,737-56.7% | $119,126-52.9% | $154,746-63.7% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 8.40% | 379.08%-370.7pp | 282.11%-273.7pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,803 | $5,842-34.9% | $5,318-28.5% | $6,730-43.5% |
| Admin fee / account holder | $34,257 | $11,961+186.4% | $10,693+220.4% | $14,365+138.5% |