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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 | $64,739 | $52,678+22.9% | $75,784-14.6% | $59,633+8.6% |
| Participation rate | 28.4% | 67.2%-38.9pp | 75.8%-47.5pp | 68.7%-40.3pp |
| Annual return | -8.97% | 2.95%-11.9pp | 9.68%-18.6pp | 2041.45%-2050.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,096 | $2,591-57.7% | $3,652-70.0% | $3,192-65.7% |
| Admin fee / account holder | $1,532 | $3,610-57.6% | $5,300-71.1% | $4,297-64.3% |