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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 | $56,847 | $88,087-35.5% | $164,866-65.5% | $74,546-23.7% |
| Participation rate | 40.0% | 73.1%-33.1pp | 78.6%-38.6pp | 67.2%-27.2pp |
| Annual return | 11.10% | 17.27%-6.2pp | 69.97%-58.9pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,247 | $4,499-50.0% | $6,033-62.7% | $4,347-48.3% |
| Admin fee / account holder | $4,229 | $2,232+89.5% | $12,689-66.7% | $1,944+117.6% |