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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 | $138,489 | $88,815+55.9% | $81,882+69.1% | $145,897-5.1% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 7.96% | 1033.75%-1025.8pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $195 | $3,086-93.7% | $2,916-93.3% | $4,663-95.8% |
| Participant deferral / active EE | $2,373 | $4,647-48.9% | $4,323-45.1% | $6,689-64.5% |
| Admin fee / account holder | $3,567 | $8,434-57.7% | $7,360-51.5% | $13,390-73.4% |