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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 | $82,444 | $59,467+38.6% | $93,727-12.0% | $74,478+10.7% |
| Participation rate | 20.1% | 59.6%-39.5pp | 68.7%-48.6pp | 67.2%-47.1pp |
| Annual return | 10.14% | 82.14%-72.0pp | 133.83%-123.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $185 | $1,267-85.4% | $2,421-92.4% | $2,626-93.0% |
| Participant deferral / active EE | $1,841 | $3,052-39.7% | $4,417-58.3% | $4,350-57.7% |
| Admin fee / account holder | $31,369 | $3,028+935.8% | $8,292+278.3% | $1,946+1512.1% |