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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 | $100,353 | $57,061+75.9% | $85,063+18.0% | $80,911+24.0% |
| Participation rate | 2.5% | 56.3%-53.8pp | 67.5%-65.0pp | 67.6%-65.1pp |
| Annual return | 10.32% | 21.66%-11.3pp | 66.54%-56.2pp | 35.63%-25.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $837 | $3,110-73.1% | $4,523-81.5% | $4,297-80.5% |
| Admin fee / account holder | $586,958 | $4,986+11671.7% | $6,155+9436.2% | $6,935+8364.2% |