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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 | $37,351 | $65,566-43.0% | $86,235-56.7% | $75,177-50.3% |
| Participation rate | 53.5% | 60.5%-7.0pp | 69.0%-15.5pp | 67.2%-13.7pp |
| Annual return | 4.67% | 46.07%-41.4pp | 1170.03%-1165.4pp | 160.75%-156.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,267 | $3,023-58.1% | $3,987-68.2% | $4,126-69.3% |
| Admin fee / account holder | $9,879 | $5,470+80.6% | $6,856+44.1% | $5,651+74.8% |