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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 | $86,891 | $52,353+66.0% | $120,225-27.7% | $82,448+5.4% |
| Participation rate | 28.6% | 58.3%-29.7pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 5.83% | 61.85%-56.0pp | 439.23%-433.4pp | 41.64%-35.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,566 | $2,627-40.4% | $3,999-60.8% | $4,139-62.2% |
| Admin fee / account holder | $2,837 | $4,363-35.0% | $5,696-50.2% | $7,234-60.8% |