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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 | $99,951 | $51,631+93.6% | $129,397-22.8% | $80,925+23.5% |
| Participation rate | 10.6% | 56.9%-46.3pp | 69.6%-59.0pp | 67.7%-57.1pp |
| Annual return | 10.62% | 20.77%-10.2pp | 9453.98%-9443.4pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,603 | $2,670-40.0% | $4,167-61.5% | $4,299-62.7% |
| Admin fee / account holder | $332 | $4,309-92.3% | $7,679-95.7% | $6,940-95.2% |