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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 | $50,137 | $61,338-18.3% | $149,717-66.5% | $71,495-29.9% |
| Participation rate | 34.4% | 62.5%-28.1pp | 78.8%-44.3pp | 67.9%-33.5pp |
| Annual return | 11.49% | 35.86%-24.4pp | 134.41%-122.9pp | 28.85%-17.4pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $851 | $2,919-70.8% | $5,682-85.0% | $4,291-80.2% |
| Admin fee / account holder | $582 | $1,263-53.9% | $13,213-95.6% | $1,588-63.3% |