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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 | $81,685 | $34,932+133.8% | $56,441+44.7% | $74,546+9.6% |
| Participation rate | 9.1% | 32.9%-23.8pp | 52.5%-43.4pp | 67.2%-58.1pp |
| Annual return | 0.92% | 24.90%-24.0pp | 1704.21%-1703.3pp | 1366.03%-1365.1pp |
| Employer contribution / active EE | $66 | $608-89.2% | $1,039-93.7% | $2,624-97.5% |
| Participant deferral / active EE | $278 | $1,173-76.3% | $1,953-85.7% | $4,347-93.6% |
| Admin fee / account holder | $1,050 | $2,359-55.5% | $2,829-62.9% | $1,944-46.0% |