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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 | $39,921 | $85,060-53.1% | $70,565-43.4% | $139,487-71.4% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 8.94% | 30.39%-21.4pp | 32.79%-23.8pp | 373.84%-364.9pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,701 | $5,891-71.1% | $4,568-62.8% | $6,713-74.7% |
| Admin fee / account holder | $48,618 | $8,932+444.3% | $6,430+656.1% | $11,407+326.2% |