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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 | $71,849 | $65,395+9.9% | $182,540-60.6% | $72,975-1.5% |
| Participation rate | 11.1% | 65.4%-54.3pp | 78.0%-66.9pp | 69.5%-58.4pp |
| Annual return | 15.87% | 27.68%-11.8pp | 148.58%-132.7pp | 81.01%-65.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,667 | $3,563-53.2% | $5,525-69.8% | $3,608-53.8% |
| Admin fee / account holder | $24,275 | $4,245+471.9% | $8,593+182.5% | $5,124+373.7% |