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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 | $93,397 | $79,184+17.9% | $102,438-8.8% | $74,546+25.3% |
| Participation rate | 42.3% | 74.8%-32.4pp | 76.5%-34.2pp | 67.2%-24.9pp |
| Annual return | 6.55% | 54.95%-48.4pp | 29.37%-22.8pp | 1366.03%-1359.5pp |
| Employer contribution / active EE | $726 | $2,362-69.3% | $3,024-76.0% | $2,624-72.4% |
| Participant deferral / active EE | $2,820 | $4,414-36.1% | $5,054-44.2% | $4,347-35.1% |
| Admin fee / account holder | $11,671 | $2,001+483.2% | $9,448+23.5% | $1,944+500.5% |