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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 | $90,088 | $49,199+83.1% | $121,204-25.7% | $75,173+19.8% |
| Participation rate | 17.0% | 55.4%-38.4pp | 69.5%-52.5pp | 67.2%-50.2pp |
| Annual return | 11.73% | 56.04%-44.3pp | 987.18%-975.4pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,888 | $2,630-28.2% | $4,083-53.8% | $4,126-54.3% |
| Admin fee / account holder | $1,013 | $3,946-74.3% | $5,651-82.1% | $5,651-82.1% |