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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 | $37,777 | $102,595-63.2% | $94,057-59.8% | $154,746-75.6% |
| Participation rate | 64.7% | 76.0%-11.3pp | 73.3%-8.6pp | 80.7%-16.0pp |
| Annual return | 4.08% | 583.42%-579.3pp | 480.62%-476.5pp | 172.34%-168.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,437 | $5,118-71.9% | $4,709-69.5% | $6,730-78.7% |
| Admin fee / account holder | $2,871 | $7,736-62.9% | $7,244-60.4% | $14,365-80.0% |