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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 | $41,211 | $96,643-57.4% | $86,617-52.4% | $139,456-70.4% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 9.14% | 106.57%-97.4pp | 591.91%-582.8pp | 373.45%-364.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,722 | $4,835-23.0% | $4,437-16.1% | $6,711-44.5% |
| Admin fee / account holder | $553 | $6,406-91.4% | $5,613-90.1% | $11,407-95.2% |