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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 | $85,587 | $28,624+199.0% | $53,647+59.5% | $82,637+3.6% |
| Participation rate | 40.0% | 47.3%-7.3pp | 56.3%-16.3pp | 68.1%-28.1pp |
| Annual return | 12.89% | 664.98%-652.1pp | 358.33%-345.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $115 | $637-82.0% | $962-88.1% | $2,552-95.5% |
| Participant deferral / active EE | $1,149 | $1,196-4.0% | $1,813-36.6% | $4,126-72.2% |
| Admin fee / account holder | $3,330 | $2,022+64.7% | $2,460+35.4% | $7,339-54.6% |