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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 | $59,646 | $54,717+9.0% | $86,216-30.8% | $71,511-16.6% |
| Participation rate | 30.8% | 60.1%-29.3pp | 69.0%-38.2pp | 67.9%-37.2pp |
| Annual return | 13.72% | 20.07%-6.3pp | 1169.42%-1155.7pp | 28.86%-15.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,055 | $3,110+30.4% | $3,986+1.7% | $4,291-5.5% |
| Admin fee / account holder | $21,905 | $1,922+1039.6% | $6,853+219.6% | $1,588+1279.0% |