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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 | $74,774 | $100,041-25.3% | $149,718-50.1% | $70,131+6.6% |
| Participation rate | 48.1% | 83.6%-35.4pp | 87.1%-38.9pp | 69.5%-21.4pp |
| Annual return | 11.25% | 27.43%-16.2pp | 1501.70%-1490.5pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,976 | $4,983-20.2% | $6,568-39.5% | $3,332+19.3% |
| Admin fee / account holder | $918 | $8,286-88.9% | $11,283-91.9% | $4,645-80.2% |