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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 | $98,389 | $102,385-3.9% | $147,080-33.1% | $80,935+21.6% |
| Participation rate | 28.9% | 75.9%-46.9pp | 82.2%-53.2pp | 67.7%-38.7pp |
| Annual return | 11.17% | 135.09%-123.9pp | 420.17%-409.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $209 | $3,717-94.4% | $4,933-95.8% | $2,757-92.4% |
| Participant deferral / active EE | $2,984 | $6,651-55.1% | $8,066-63.0% | $4,299-30.6% |
| Admin fee / account holder | $19,501 | $7,951+145.3% | $12,989+50.1% | $6,924+181.6% |