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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 | $47,027 | $85,766-45.2% | $136,297-65.5% | $70,124-32.9% |
| Participation rate | 44.9% | 74.2%-29.3pp | 81.9%-37.0pp | 69.5%-24.6pp |
| Annual return | 11.39% | 31.45%-20.1pp | 5156.19%-5144.8pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,723 | $5,051-46.1% | $6,247-56.4% | $3,332-18.3% |
| Admin fee / account holder | $7,358 | $5,420+35.7% | $9,244-20.4% | $4,645+58.4% |