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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 | $39,998 | $105,210-62.0% | $159,487-74.9% | $85,851-53.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 10.57% | 45.08%-34.5pp | 263.71%-253.1pp | 318.63%-308.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,589 | $5,946-56.5% | $7,354-64.8% | $3,952-34.5% |
| Admin fee / account holder | $13,970 | $6,934+101.5% | $10,804+29.3% | $6,261+123.1% |