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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 | $87,786 | $80,812+8.6% | $160,784-45.4% | $82,448+6.5% |
| Participation rate | 39.7% | 66.2%-26.6pp | 77.0%-37.3pp | 68.1%-28.4pp |
| Annual return | 12.44% | 100.59%-88.2pp | 1803.92%-1791.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,004 | $4,335-53.8% | $6,293-68.2% | $4,139-51.6% |
| Admin fee / account holder | $2,318 | $7,695-69.9% | $9,717-76.1% | $7,234-68.0% |