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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 | $88,186-35.5% | $165,071-65.6% | $74,459-23.7% |
| Participation rate | 40.0% | 73.1%-33.1pp | 78.6%-38.6pp | 67.2%-27.2pp |
| Annual return | 11.10% | 17.13%-6.0pp | 70.17%-59.1pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,247 | $4,505-50.1% | $6,035-62.8% | $4,350-48.3% |
| Admin fee / account holder | $4,229 | $2,234+89.3% | $12,695-66.7% | $1,945+117.4% |