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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 | $43,543 | $110,093-60.4% | $97,295-55.2% | $145,897-70.2% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 7.09% | 244.76%-237.7pp | 75.62%-68.5pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,375 | $4,678-49.2% | $4,264-44.3% | $6,689-64.5% |
| Admin fee / account holder | $17,306 | $6,212+178.6% | $5,646+206.5% | $13,390+29.2% |