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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 | $97,070 | $83,369+16.4% | $105,223-7.7% | $67,986+42.8% |
| Participation rate | 16.8% | 56.3%-39.5pp | 75.0%-58.2pp | 57.2%-40.4pp |
| Annual return | 9.34% | 24.64%-15.3pp | 180.65%-171.3pp | 31.67%-22.3pp |
| Employer contribution / active EE | $179 | $2,541-93.0% | $3,689-95.2% | $2,019-91.1% |
| Participant deferral / active EE | $2,263 | $3,295-31.3% | $5,072-55.4% | $3,358-32.6% |
| Admin fee / account holder | $49,366 | $4,073+1112.1% | $8,859+457.3% | $3,203+1441.1% |