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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 | $39,123 | $102,385-61.8% | $147,080-73.4% | $80,935-51.7% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 10.64% | 135.09%-124.5pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,141 | $6,651-37.7% | $8,066-48.7% | $4,299-3.7% |
| Admin fee / account holder | $5,687 | $7,951-28.5% | $12,989-56.2% | $6,924-17.9% |