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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 | $40,347 | $104,937-61.6% | $84,628-52.3% | $152,897-73.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 2.98% | 373.88%-370.9pp | 258.80%-255.8pp | 345.43%-342.4pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,767 | $4,690+44.3% | $3,900+73.5% | $5,851+15.6% |
| Admin fee / account holder | $3,485 | $6,243-44.2% | $4,914-29.1% | $11,599-70.0% |