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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 | $43,196 | $65,555-34.1% | $86,216-49.9% | $75,173-42.5% |
| Participation rate | 56.3% | 60.5%-4.2pp | 69.0%-12.7pp | 67.2%-11.0pp |
| Annual return | 11.15% | 46.07%-34.9pp | 1169.42%-1158.3pp | 160.72%-149.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,333 | $3,023-22.8% | $3,986-41.5% | $4,126-43.5% |
| Admin fee / account holder | $6,916 | $5,469+26.5% | $6,853+0.9% | $5,651+22.4% |