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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 | $49,200 | $45,126+9.0% | $85,187-42.2% | $74,459-33.9% |
| Participation rate | 26.5% | 49.4%-22.9pp | 67.5%-41.1pp | 67.2%-40.8pp |
| Annual return | 9.57% | 26.30%-16.7pp | 66.67%-57.1pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | -$2 | $1,460-100.1% | $2,732-100.1% | $2,626-100.1% |
| Participant deferral / active EE | $3,153 | $2,738+15.1% | $4,525-30.3% | $4,350-27.5% |
| Admin fee / account holder | $9,370 | $2,212+323.7% | $6,162+52.1% | $1,945+381.8% |