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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 | $104,515 | $55,902+87.0% | $76,030+37.5% | $80,959+29.1% |
| Participation rate | 22.7% | 62.1%-39.3pp | 69.1%-46.3pp | 67.7%-44.9pp |
| Annual return | 9.74% | 20.59%-10.9pp | 361.54%-351.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $209 | $1,867-88.8% | $2,688-92.2% | $2,757-92.4% |
| Participant deferral / active EE | $1,287 | $3,051-57.8% | $4,257-69.8% | $4,300-70.1% |
| Admin fee / account holder | $19,305 | $5,239+268.5% | $6,421+200.7% | $6,925+178.8% |