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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 | $57,711 | $53,063+8.8% | $124,206-53.5% | $82,637-30.2% |
| Participation rate | 25.8% | 58.4%-32.6pp | 69.6%-43.8pp | 68.1%-42.2pp |
| Annual return | 10.62% | 68.87%-58.3pp | 515.27%-504.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,730 | $2,644+3.2% | $3,968-31.2% | $4,126-33.8% |
| Admin fee / account holder | $9,742 | $4,281+127.6% | $5,929+64.3% | $7,339+32.7% |