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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 | $37,913 | $99,875-62.0% | $146,866-74.2% | $86,983-56.4% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.5%-8.3pp |
| Annual return | 8.83% | 28.10%-19.3pp | 102.85%-94.0pp | 25.83%-17.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,732 | $6,322-25.2% | $7,759-39.0% | $4,194+12.8% |
| Admin fee / account holder | $22,378 | $7,838+185.5% | $13,620+64.3% | $7,856+184.9% |