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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 | $49,907 | $59,467-16.1% | $93,727-46.8% | $74,478-33.0% |
| Participation rate | 52.6% | 59.6%-7.0pp | 68.7%-16.1pp | 67.2%-14.6pp |
| Annual return | 8.42% | 82.14%-73.7pp | 133.83%-125.4pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,388 | $3,052-54.5% | $4,417-68.6% | $4,350-68.1% |
| Admin fee / account holder | $5,914 | $3,028+95.3% | $8,292-28.7% | $1,946+204.0% |