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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 | $83,055 | $49,164+68.9% | $121,169-31.5% | $75,181+10.5% |
| Participation rate | 44.4% | 55.4%-11.0pp | 69.5%-25.1pp | 67.2%-22.8pp |
| Annual return | 4.69% | 56.03%-51.3pp | 986.71%-982.0pp | 160.69%-156.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,704 | $2,628-35.2% | $4,083-58.3% | $4,126-58.7% |
| Admin fee / account holder | $11,738 | $3,942+197.7% | $5,645+107.9% | $5,650+107.8% |