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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 | $66,775 | $47,479+40.6% | $62,929+6.1% | $82,448-19.0% |
| Participation rate | 20.3% | 66.9%-46.6pp | 73.1%-52.9pp | 68.1%-47.8pp |
| Annual return | 8.94% | 20.34%-11.4pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,117 | $2,870-61.1% | $3,888-71.3% | $4,139-73.0% |
| Admin fee / account holder | $1,970 | $3,804-48.2% | $5,065-61.1% | $7,234-72.8% |