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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 | $44,136 | $51,638-14.5% | $129,406-65.9% | $80,959-45.5% |
| Participation rate | 44.7% | 56.9%-12.2pp | 69.6%-24.9pp | 67.7%-22.9pp |
| Annual return | 8.65% | 20.78%-12.1pp | 9468.18%-9459.5pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,343 | $2,670-12.2% | $4,167-43.8% | $4,300-45.5% |
| Admin fee / account holder | $8,536 | $4,313+97.9% | $7,689+11.0% | $6,925+23.3% |