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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 | $36,194 | $96,678-62.6% | $86,640-58.2% | $139,466-74.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 9.66% | 106.69%-97.0pp | 592.52%-582.9pp | 373.66%-364.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $867 | $4,837-82.1% | $4,438-80.5% | $6,712-87.1% |
| Admin fee / account holder | $3,318 | $6,410-48.2% | $5,616-40.9% | $11,409-70.9% |