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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 | $84,712 | $72,071+17.5% | $68,368+23.9% | $137,256-38.3% |
| Participation rate | 7.1% | 76.2%-69.1pp | 73.8%-66.6pp | 80.0%-72.8pp |
| Annual return | 8.79% | 353.14%-344.4pp | 292.57%-283.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $693 | $4,410-84.3% | $4,123-83.2% | $6,407-89.2% |
| Admin fee / account holder | $2,791 | $5,336-47.7% | $5,150-45.8% | $12,270-77.3% |