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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 | $38,566 | $110,039-65.0% | $97,260-60.3% | $145,884-73.6% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 7.60% | 244.44%-236.8pp | 75.54%-67.9pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $735 | $4,674-84.3% | $4,262-82.7% | $6,690-89.0% |
| Admin fee / account holder | $24,159 | $6,204+289.4% | $5,640+328.4% | $13,392+80.4% |