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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 | $44,036 | $47,479-7.3% | $62,929-30.0% | $82,448-46.6% |
| Participation rate | 63.8% | 66.9%-3.1pp | 73.1%-9.3pp | 68.1%-4.3pp |
| Annual return | 10.19% | 20.34%-10.2pp | 1063.93%-1053.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,373 | $2,870+52.4% | $3,888+12.5% | $4,139+5.7% |
| Admin fee / account holder | $13,663 | $3,804+259.2% | $5,065+169.8% | $7,234+88.9% |