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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 | $37,022 | $88,710-58.3% | $81,783-54.7% | $145,959-74.6% |
| Participation rate | 14.3% | 75.0%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 7.44% | 1027.26%-1019.8pp | 775.05%-767.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,750 | $4,645-40.8% | $4,320-36.3% | $6,689-58.9% |
| Admin fee / account holder | $4,512 | $8,407-46.3% | $7,380-38.9% | $13,398-66.3% |