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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 | $52,353+11.4% | $120,225-51.5% | $82,448-29.2% |
| Participation rate | 46.6% | 58.3%-11.8pp | 69.6%-23.0pp | 68.1%-21.5pp |
| Annual return | 9.84% | 61.85%-52.0pp | 439.23%-429.4pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,622 | $2,627-38.3% | $3,999-59.4% | $4,139-60.8% |
| Admin fee / account holder | $2,638 | $4,363-39.5% | $5,696-53.7% | $7,234-63.5% |