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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 | $45,663 | $59,456-23.2% | $93,669-51.3% | $74,429-38.6% |
| Participation rate | 50.4% | 59.6%-9.3pp | 68.7%-18.4pp | 67.2%-16.9pp |
| Annual return | 8.88% | 82.00%-73.1pp | 133.59%-124.7pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $79 | $1,266-93.8% | $2,424-96.8% | $2,625-97.0% |
| Participant deferral / active EE | $2,982 | $3,052-2.3% | $4,416-32.5% | $4,348-31.4% |
| Admin fee / account holder | $6,845 | $3,026+126.2% | $8,291-17.4% | $1,944+252.1% |