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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 | $51,631-15.1% | $129,397-66.1% | $80,925-45.9% |
| Participation rate | 61.5% | 56.9%+4.6pp | 69.6%-8.1pp | 67.7%-6.1pp |
| Annual return | 11.11% | 20.77%-9.7pp | 9453.98%-9442.9pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,317 | $2,670-50.7% | $4,167-68.4% | $4,299-69.4% |
| Admin fee / account holder | $63,095 | $4,309+1364.3% | $7,679+721.7% | $6,940+809.1% |