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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 | $77,593 | $59,456+30.5% | $93,669-17.2% | $74,429+4.3% |
| Participation rate | 29.6% | 59.6%-30.1pp | 68.7%-39.1pp | 67.2%-37.6pp |
| Annual return | 9.29% | 82.00%-72.7pp | 133.59%-124.3pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $99 | $1,266-92.2% | $2,424-95.9% | $2,625-96.2% |
| Participant deferral / active EE | $1,910 | $3,052-37.4% | $4,416-56.7% | $4,348-56.1% |
| Admin fee / account holder | $11,542 | $3,026+281.5% | $8,291+39.2% | $1,944+493.7% |