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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 | $87,240 | $54,690+59.5% | $76,030+14.7% | $74,478+17.1% |
| Participation rate | 23.0% | 60.3%-37.4pp | 69.1%-46.1pp | 67.2%-44.2pp |
| Annual return | 7.66% | 31.92%-24.3pp | 361.54%-353.9pp | 1370.56%-1362.9pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,173 | $3,070-61.8% | $4,257-72.5% | $4,350-73.0% |
| Admin fee / account holder | $13,013 | $2,240+481.0% | $6,421+102.7% | $1,946+568.8% |