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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 | $73,611 | $55,446+32.8% | $155,574-52.7% | $74,429-1.1% |
| Participation rate | 41.8% | 61.9%-20.1pp | 78.2%-36.4pp | 67.2%-25.4pp |
| Annual return | 5.88% | 269.20%-263.3pp | 64.87%-59.0pp | 1368.38%-1362.5pp |
| Employer contribution / active EE | $96 | $2,266-95.8% | $4,676-97.9% | $2,625-96.3% |
| Participant deferral / active EE | $1,333 | $2,836-53.0% | $5,629-76.3% | $4,348-69.3% |
| Admin fee / account holder | $7,148 | $1,743+310.1% | $15,914-55.1% | $1,944+267.6% |