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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 | $46,065 | $58,714-21.5% | $142,874-67.8% | $85,856-46.3% |
| Participation rate | 48.1% | 58.5%-10.3pp | 72.0%-23.8pp | 69.3%-21.2pp |
| Annual return | 7.90% | 27.73%-19.8pp | 5638.58%-5630.7pp | 318.58%-310.7pp |
| Employer contribution / active EE | $3 | $1,423-99.8% | $4,145-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $1,265 | $2,608-51.5% | $3,838-67.0% | $3,952-68.0% |
| Admin fee / account holder | $3,665 | $4,241-13.6% | $6,561-44.1% | $6,261-41.5% |