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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 | $50,999 | $58,311-12.5% | $81,882-37.7% | $80,959-37.0% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 10.61% | 41.85%-31.2pp | 779.47%-768.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,263 | $3,287-31.2% | $4,323-47.7% | $4,300-47.4% |
| Admin fee / account holder | $7,142 | $4,752+50.3% | $7,360-3.0% | $6,925+3.1% |