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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 | $58,825 | $49,199+19.6% | $121,210-51.5% | $75,177-21.8% |
| Participation rate | 27.3% | 55.4%-28.2pp | 69.5%-42.3pp | 67.2%-39.9pp |
| Annual return | 12.16% | 56.04%-43.9pp | 987.41%-975.3pp | 160.75%-148.6pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,340 | $2,630-49.0% | $4,084-67.2% | $4,126-67.5% |
| Admin fee / account holder | $1,185 | $3,946-70.0% | $5,647-79.0% | $5,651-79.0% |