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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 | $48,796 | $58,726-16.9% | $142,898-65.9% | $85,847-43.2% |
| Participation rate | 35.7% | 58.5%-22.8pp | 72.0%-36.2pp | 69.3%-33.6pp |
| Annual return | 11.23% | 27.73%-16.5pp | 5639.64%-5628.4pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,612 | $2,609-38.2% | $3,838-58.0% | $3,952-59.2% |
| Admin fee / account holder | $3,403 | $4,234-19.6% | $6,560-48.1% | $6,261-45.7% |