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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 | $69,410 | $49,199+41.1% | $121,210-42.7% | $75,177-7.7% |
| Participation rate | 12.7% | 55.4%-42.7pp | 69.5%-56.8pp | 67.2%-54.5pp |
| Annual return | 3.50% | 56.04%-52.5pp | 987.41%-983.9pp | 160.75%-157.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,083 | $2,630-58.8% | $4,084-73.5% | $4,126-73.8% |
| Admin fee / account holder | $2,487 | $3,946-37.0% | $5,647-56.0% | $5,651-56.0% |