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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 | $88,754+56.0% | $81,820+69.3% | $145,877-5.1% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 7.96% | 1031.77%-1023.8pp | 777.93%-770.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $195 | $3,085-93.7% | $2,915-93.3% | $4,663-95.8% |
| Participant deferral / active EE | $2,373 | $4,648-49.0% | $4,323-45.1% | $6,691-64.5% |
| Admin fee / account holder | $3,567 | $8,424-57.7% | $7,391-51.7% | $13,402-73.4% |