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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 | $38,734 | $63,346-38.9% | $92,240-58.0% | $70,126-44.8% |
| Participation rate | 55.4% | 68.7%-13.3pp | 76.5%-21.1pp | 69.5%-14.2pp |
| Annual return | 10.37% | 530.19%-519.8pp | 176.29%-165.9pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,429 | $2,854-14.9% | $3,897-37.7% | $3,332-27.1% |
| Admin fee / account holder | $7,742 | $3,841+101.6% | $5,194+49.1% | $4,645+66.7% |