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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 | $89,306 | $85,766+4.1% | $136,298-34.5% | $70,126+27.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 8.93% | 31.46%-22.5pp | 5156.27%-5147.3pp | 73.15%-64.2pp |
| Employer contribution / active EE | $316 | $2,966-89.3% | $4,696-93.3% | $2,343-86.5% |
| Participant deferral / active EE | $2,972 | $5,051-41.2% | $6,247-52.4% | $3,332-10.8% |
| Admin fee / account holder | $20,783 | $5,421+283.4% | $9,244+124.8% | $4,645+347.4% |