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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 | $30,423+168.5% | $56,025+45.8% | $74,478+9.7% |
| Participation rate | 9.1% | 32.9%-23.8pp | 52.5%-43.4pp | 67.2%-58.1pp |
| Annual return | 0.92% | 24.97%-24.1pp | 1712.69%-1711.8pp | 1370.56%-1369.6pp |
| Employer contribution / active EE | $66 | $610-89.3% | $1,042-93.7% | $2,626-97.5% |
| Participant deferral / active EE | $278 | $1,176-76.3% | $1,955-85.8% | $4,350-93.6% |
| Admin fee / account holder | $1,050 | $2,363-55.6% | $2,828-62.9% | $1,946-46.1% |