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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 | $49,109 | $77,901-37.0% | $149,717-67.2% | $75,181-34.7% |
| Participation rate | 18.5% | 65.6%-47.1pp | 78.8%-60.3pp | 67.2%-48.7pp |
| Annual return | 8.64% | 31.73%-23.1pp | 134.41%-125.8pp | 160.69%-152.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,068 | $3,411-39.4% | $5,682-63.6% | $4,126-49.9% |
| Admin fee / account holder | $27,817 | $5,949+367.6% | $13,213+110.5% | $5,650+392.3% |