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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 | $59,099 | $24,891+137.4% | $69,632-15.1% | $74,478-20.6% |
| Participation rate | 45.0% | 63.4%-18.5pp | 66.4%-21.5pp | 67.2%-22.3pp |
| Annual return | 11.33% | 18.53%-7.2pp | 101.32%-90.0pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $1,005-100.0% | $1,708-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,502 | $1,908-21.3% | $2,889-48.0% | $4,350-65.5% |
| Admin fee / account holder | $3,895 | $1,904+104.5% | $4,695-17.1% | $1,946+100.2% |