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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 | $80,646 | $49,976+61.4% | $66,674+21.0% | $82,637-2.4% |
| Participation rate | 37.5% | 63.1%-25.6pp | 73.7%-36.2pp | 68.1%-30.6pp |
| Annual return | 10.74% | 39.09%-28.4pp | 321.24%-310.5pp | 53.51%-42.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,995 | $2,847+40.3% | $4,084-2.2% | $4,126-3.2% |
| Admin fee / account holder | $15,150 | $4,594+229.8% | $5,098+197.2% | $7,339+106.4% |