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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 | $44,452 | $117,829-62.3% | $102,423-56.6% | $145,877-69.5% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 8.42% | 31.83%-23.4pp | 29.42%-21.0pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,135 | $5,732-62.8% | $5,054-57.8% | $6,691-68.1% |
| Admin fee / account holder | $2,769 | $13,335-79.2% | $9,455-70.7% | $13,402-79.3% |