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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 | $24,811+138.2% | $69,701-15.2% | $74,546-20.7% |
| Participation rate | 45.0% | 63.5%-18.5pp | 66.4%-21.5pp | 67.2%-22.2pp |
| Annual return | 11.33% | 18.53%-7.2pp | 100.32%-89.0pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $1,713-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,502 | $1,904-21.1% | $2,887-48.0% | $4,347-65.5% |
| Admin fee / account holder | $3,895 | $1,898+105.2% | $4,717-17.4% | $1,944+100.4% |