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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 | $81,553 | $65,555+24.4% | $86,216-5.4% | $75,173+8.5% |
| Participation rate | 27.9% | 60.5%-32.6pp | 69.0%-41.1pp | 67.2%-39.3pp |
| Annual return | 6.97% | 46.07%-39.1pp | 1169.42%-1162.4pp | 160.72%-153.7pp |
| Employer contribution / active EE | $83 | $1,553-94.6% | $2,382-96.5% | $2,671-96.9% |
| Participant deferral / active EE | $2,068 | $3,023-31.6% | $3,986-48.1% | $4,126-49.9% |
| Admin fee / account holder | $3,995 | $5,469-27.0% | $6,853-41.7% | $5,651-29.3% |