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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 | $72,444 | $49,199+47.2% | $121,204-40.2% | $75,173-3.6% |
| Participation rate | 20.4% | 55.4%-35.1pp | 69.5%-49.2pp | 67.2%-46.8pp |
| Annual return | 11.62% | 56.04%-44.4pp | 987.18%-975.6pp | 160.72%-149.1pp |
| Employer contribution / active EE | $318 | $1,547-79.4% | $4,170-92.4% | $2,671-88.1% |
| Participant deferral / active EE | $1,068 | $2,630-59.4% | $4,083-73.8% | $4,126-74.1% |
| Admin fee / account holder | $70,109 | $3,946+1676.7% | $5,651+1140.6% | $5,651+1140.8% |