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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 | $42,421 | $85,766-50.5% | $136,298-68.9% | $70,126-39.5% |
| Participation rate | 53.3% | 74.2%-20.9pp | 81.9%-28.7pp | 69.5%-16.3pp |
| Annual return | 11.87% | 31.46%-19.6pp | 5156.27%-5144.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,825 | $5,051-44.1% | $6,247-54.8% | $3,332-15.2% |
| Admin fee / account holder | $7,035 | $5,421+29.8% | $9,244-23.9% | $4,645+51.4% |