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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 | $38,176 | $78,562-51.4% | $105,608-63.9% | $74,429-48.7% |
| Participation rate | 55.9% | 72.8%-16.9pp | 75.3%-19.4pp | 67.2%-11.3pp |
| Annual return | 9.10% | 15.94%-6.8pp | 116.50%-107.4pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,418 | $4,321-44.0% | $5,010-51.7% | $4,348-44.4% |
| Admin fee / account holder | $4,191 | $2,217+89.1% | $11,028-62.0% | $1,944+115.6% |