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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 | $95,314 | $29,716+220.8% | $56,077+70.0% | $80,925+17.8% |
| Participation rate | 14.6% | 41.7%-27.1pp | 52.5%-37.9pp | 67.7%-53.0pp |
| Annual return | 9.66% | 35.30%-25.6pp | 1709.28%-1699.6pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $470 | $1,228-61.7% | $1,954-75.9% | $4,299-89.1% |
| Admin fee / account holder | $916 | $2,432-62.4% | $2,825-67.6% | $6,940-86.8% |