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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 | $49,730 | $60,504-17.8% | $81,882-39.3% | $74,478-33.2% |
| Participation rate | 39.1% | 62.9%-23.8pp | 72.4%-33.3pp | 67.2%-28.1pp |
| Annual return | 10.59% | 16.91%-6.3pp | 779.47%-768.9pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,408 | $3,400-29.2% | $4,323-44.3% | $4,350-44.7% |
| Admin fee / account holder | $13,831 | $1,492+827.1% | $7,360+87.9% | $1,946+610.8% |