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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 | $58,974 | $70,684-16.6% | $169,390-65.2% | $75,173-21.5% |
| Participation rate | 51.9% | 64.8%-12.9pp | 77.2%-25.3pp | 67.2%-15.4pp |
| Annual return | 13.71% | 36.38%-22.7pp | 406.07%-392.4pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,365 | $4,310-45.1% | $6,222-62.0% | $4,126-42.7% |
| Admin fee / account holder | $11,816 | $5,404+118.7% | $9,015+31.1% | $5,651+109.1% |