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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 | $85,988 | $52,353+64.2% | $120,225-28.5% | $82,448+4.3% |
| Participation rate | 28.6% | 58.3%-29.7pp | 69.6%-41.0pp | 68.1%-39.5pp |
| Annual return | 11.46% | 61.85%-50.4pp | 439.23%-427.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $175 | $1,510-88.4% | $3,475-95.0% | $2,551-93.2% |
| Participant deferral / active EE | $1,313 | $2,627-50.0% | $3,999-67.2% | $4,139-68.3% |
| Admin fee / account holder | $21,633 | $4,363+395.9% | $5,696+279.8% | $7,234+199.0% |