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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 | $36,483 | $132,634-72.5% | $115,768-68.5% | $137,256-73.4% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 8.52% | 160.70%-152.2pp | 100.46%-91.9pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,466 | $5,619-56.1% | $4,917-49.8% | $6,407-61.5% |
| Admin fee / account holder | $22,180 | $15,028+47.6% | $12,439+78.3% | $12,270+80.8% |