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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 | $73,630 | $59,467+23.8% | $93,727-21.4% | $74,478-1.1% |
| Participation rate | 33.3% | 59.6%-26.3pp | 68.7%-35.4pp | 67.2%-33.9pp |
| Annual return | 10.54% | 82.14%-71.6pp | 133.83%-123.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,192 | $3,052-28.2% | $4,417-50.4% | $4,350-49.6% |
| Admin fee / account holder | $2,669 | $3,028-11.9% | $8,292-67.8% | $1,946+37.2% |