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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 | $58,344 | $56,431+3.4% | $130,788-55.4% | $87,485-33.3% |
| Participation rate | 46.6% | 58.9%-12.4pp | 70.1%-23.5pp | 68.9%-22.4pp |
| Annual return | 9.84% | 91.27%-81.4pp | 386.44%-376.6pp | 26.06%-16.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,622 | $2,749-41.0% | $4,137-60.8% | $4,274-62.1% |
| Admin fee / account holder | $2,638 | $4,433-40.5% | $6,673-60.5% | $7,775-66.1% |