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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 | $45,328 | $45,123+0.5% | $85,240-46.8% | $74,478-39.1% |
| Participation rate | 18.6% | 49.4%-30.8pp | 67.5%-48.9pp | 67.2%-48.6pp |
| Annual return | 8.35% | 26.32%-18.0pp | 66.75%-58.4pp | 1370.56%-1362.2pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,463 | $2,736+63.1% | $4,527-1.4% | $4,350+2.6% |
| Admin fee / account holder | $14,669 | $2,215+562.4% | $6,165+138.0% | $1,946+653.9% |