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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 | $104,239 | $68,097+53.1% | $62,929+65.6% | $137,256-24.1% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 10.80% | 1859.11%-1848.3pp | 1063.93%-1053.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,827 | $4,553-59.9% | $3,888-53.0% | $6,407-71.5% |
| Admin fee / account holder | $25,324 | $6,521+288.3% | $5,065+400.0% | $12,270+106.4% |