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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 | $45,214 | $72,071-37.3% | $68,368-33.9% | $137,256-67.1% |
| Participation rate | 23.5% | 76.2%-52.7pp | 73.8%-50.2pp | 80.0%-56.4pp |
| Annual return | 11.44% | 353.14%-341.7pp | 292.57%-281.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,423 | $4,410-45.1% | $4,123-41.2% | $6,407-62.2% |
| Admin fee / account holder | $34,025 | $5,336+537.7% | $5,150+560.7% | $12,270+177.3% |