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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 | $96,062 | $58,828+63.3% | $78,002+23.2% | $62,881+52.8% |
| Participation rate | 57.7% | 71.1%-13.4pp | 75.5%-17.8pp | 69.3%-11.6pp |
| Annual return | -7.00% | 17.16%-24.2pp | 425.99%-433.0pp | 20.14%-27.1pp |
| Employer contribution / active EE | $250 | $1,672-85.0% | $2,470-89.9% | $2,281-89.0% |
| Participant deferral / active EE | $2,852 | $2,686+6.2% | $3,497-18.4% | $3,203-10.9% |
| Admin fee / account holder | $15,876 | $4,393+261.4% | $5,481+189.7% | $4,296+269.6% |