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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 | $34,684 | $49,164-29.5% | $121,169-71.4% | $75,181-53.9% |
| Participation rate | 45.8% | 55.4%-9.6pp | 69.5%-23.7pp | 67.2%-21.4pp |
| Annual return | 12.47% | 56.03%-43.6pp | 986.71%-974.2pp | 160.69%-148.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,652 | $2,628-37.2% | $4,083-59.5% | $4,126-60.0% |
| Admin fee / account holder | $6,196 | $3,942+57.2% | $5,645+9.8% | $5,650+9.7% |