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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 | $41,460 | $55,472-25.3% | $155,567-73.3% | $74,546-44.4% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-18.9pp | 67.2%-8.0pp |
| Annual return | 10.17% | 268.72%-258.5pp | 64.74%-54.6pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,678 | $2,838-5.6% | $5,628-52.4% | $4,347-38.4% |
| Admin fee / account holder | $1,912 | $1,743+9.7% | $15,916-88.0% | $1,944-1.6% |