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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 | $43,245 | $85,766-49.6% | $136,298-68.3% | $70,126-38.3% |
| Participation rate | 58.5% | 74.2%-15.6pp | 81.9%-23.4pp | 69.5%-11.0pp |
| Annual return | 12.93% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,418 | $5,051-32.3% | $6,247-45.3% | $3,332+2.6% |
| Admin fee / account holder | $443 | $5,421-91.8% | $9,244-95.2% | $4,645-90.5% |