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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 | $78,675 | $65,566+20.0% | $86,235-8.8% | $75,177+4.7% |
| Participation rate | 45.3% | 60.5%-15.2pp | 69.0%-23.6pp | 67.2%-21.9pp |
| Annual return | 12.34% | 46.07%-33.7pp | 1170.03%-1157.7pp | 160.75%-148.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,502 | $3,023-17.2% | $3,987-37.2% | $4,126-39.4% |
| Admin fee / account holder | $26,677 | $5,470+387.7% | $6,856+289.1% | $5,651+372.0% |