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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 | $94,583 | $52,353+80.7% | $120,225-21.3% | $82,448+14.7% |
| Participation rate | 26.5% | 58.3%-31.8pp | 69.6%-43.0pp | 68.1%-41.5pp |
| Annual return | 10.88% | 61.85%-51.0pp | 439.23%-428.3pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,793 | $2,627-31.7% | $3,999-55.2% | $4,139-56.7% |
| Admin fee / account holder | $9,409 | $4,363+115.7% | $5,696+65.2% | $7,234+30.1% |