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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 | $109,796 | $79,223+38.6% | $102,460+7.2% | $74,478+47.4% |
| Participation rate | 48.2% | 74.8%-26.5pp | 76.5%-28.3pp | 67.2%-19.0pp |
| Annual return | 10.64% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $161 | $2,363-93.2% | $3,025-94.7% | $2,626-93.9% |
| Participant deferral / active EE | $2,887 | $4,417-34.7% | $5,056-42.9% | $4,350-33.6% |
| Admin fee / account holder | $19,136 | $2,003+855.3% | $9,460+102.3% | $1,946+883.4% |