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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 | $43,814 | $51,638-15.2% | $129,406-66.1% | $80,959-45.9% |
| Participation rate | 61.5% | 56.9%+4.6pp | 69.6%-8.1pp | 67.7%-6.1pp |
| Annual return | 11.11% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,317 | $2,670-50.7% | $4,167-68.4% | $4,300-69.4% |
| Admin fee / account holder | $63,095 | $4,313+1362.8% | $7,689+720.6% | $6,925+811.1% |