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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 | $57,119+75.7% | $85,187+17.8% | $80,935+24.0% |
| Participation rate | 2.5% | 56.4%-53.9pp | 67.5%-65.0pp | 67.7%-65.2pp |
| Annual return | 10.32% | 21.70%-11.4pp | 66.67%-56.3pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $837 | $3,115-73.1% | $4,525-81.5% | $4,299-80.5% |
| Admin fee / account holder | $586,958 | $4,990+11662.6% | $6,162+9425.6% | $6,924+8376.7% |