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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 | $55,430 | $49,199+12.7% | $121,204-54.3% | $75,173-26.3% |
| Participation rate | 28.1% | 55.4%-27.3pp | 69.5%-41.4pp | 67.2%-39.1pp |
| Annual return | 7.78% | 56.04%-48.3pp | 987.18%-979.4pp | 160.72%-152.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,399 | $2,630-8.8% | $4,083-41.2% | $4,126-41.9% |
| Admin fee / account holder | $14,560 | $3,946+269.0% | $5,651+157.7% | $5,651+157.7% |