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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 | $82,183 | $59,448+38.2% | $93,696-12.3% | $74,459+10.4% |
| Participation rate | 43.9% | 59.6%-15.7pp | 68.7%-24.8pp | 67.2%-23.3pp |
| Annual return | 9.61% | 82.11%-72.5pp | 133.74%-124.1pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,651 | $3,052+19.6% | $4,417-17.3% | $4,350-16.1% |
| Admin fee / account holder | $8,419 | $3,027+178.1% | $8,287+1.6% | $1,945+332.9% |