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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 | $36,168 | $65,555-44.8% | $86,216-58.0% | $75,173-51.9% |
| Participation rate | 39.3% | 60.5%-21.2pp | 69.0%-29.7pp | 67.2%-27.9pp |
| Annual return | 10.69% | 46.07%-35.4pp | 1169.42%-1158.7pp | 160.72%-150.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,571 | $3,023-48.0% | $3,986-60.6% | $4,126-61.9% |
| Admin fee / account holder | $2,125 | $5,469-61.1% | $6,853-69.0% | $5,651-62.4% |