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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 | $63,938 | $48,053+33.1% | $84,637-24.5% | $72,976-12.4% |
| Participation rate | 30.6% | 57.6%-27.0pp | 68.2%-37.7pp | 69.5%-38.9pp |
| Annual return | 17.56% | 37.39%-19.8pp | 258.82%-241.3pp | 81.02%-63.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,175 | $2,681-56.2% | $3,900-69.9% | $3,608-67.4% |
| Admin fee / account holder | $1,000 | $3,395-70.5% | $4,914-79.7% | $5,124-80.5% |