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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 | $84,504 | $45,126+87.3% | $85,187-0.8% | $74,459+13.5% |
| Participation rate | 37.3% | 49.4%-12.1pp | 67.5%-30.3pp | 67.2%-30.0pp |
| Annual return | 8.63% | 26.30%-17.7pp | 66.67%-58.0pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $176 | $1,460-88.0% | $2,732-93.6% | $2,626-93.3% |
| Participant deferral / active EE | $1,089 | $2,738-60.2% | $4,525-75.9% | $4,350-75.0% |
| Admin fee / account holder | $6,238 | $2,212+182.0% | $6,162+1.2% | $1,945+220.8% |