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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 | $45,797 | $65,434-30.0% | $98,483-53.5% | $85,847-46.7% |
| Participation rate | 16.1% | 65.0%-48.9pp | 73.3%-57.3pp | 69.3%-53.2pp |
| Annual return | 7.72% | 21.75%-14.0pp | 1494.38%-1486.7pp | 318.61%-310.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,402 | $3,168-55.7% | $4,276-67.2% | $3,952-64.5% |
| Admin fee / account holder | $33,659 | $4,595+632.5% | $5,953+465.4% | $6,261+437.6% |