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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 | $106,975 | $59,448+79.9% | $93,696+14.2% | $74,459+43.7% |
| Participation rate | 46.9% | 59.6%-12.7pp | 68.7%-21.8pp | 67.2%-20.3pp |
| Annual return | 4.59% | 82.11%-77.5pp | 133.74%-129.2pp | 1369.70%-1365.1pp |
| Employer contribution / active EE | $213 | $1,266-83.2% | $2,422-91.2% | $2,626-91.9% |
| Participant deferral / active EE | $3,296 | $3,052+8.0% | $4,417-25.4% | $4,350-24.2% |
| Admin fee / account holder | $9,574 | $3,027+216.3% | $8,287+15.5% | $1,945+392.3% |