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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 | $49,838 | $44,425+12.2% | $67,834-26.5% | $55,167-9.7% |
| Participation rate | 31.1% | 59.7%-28.6pp | 68.8%-37.7pp | 69.0%-37.9pp |
| Annual return | 2.51% | 17.80%-15.3pp | 138.47%-136.0pp | 169.23%-166.7pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,400 | $2,166-35.3% | $3,160-55.7% | $3,054-54.1% |
| Admin fee / account holder | $10,584 | $530+1895.8% | $4,622+129.0% | $504+2000.5% |