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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 | $131,881 | $90,614+45.5% | $76,089+73.3% | $145,877-9.6% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.1%-48.0pp | 80.3%-59.2pp |
| Annual return | 7.35% | 623.80%-616.4pp | 360.94%-353.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $395 | $3,324-88.1% | $2,690-85.3% | $4,663-91.5% |
| Participant deferral / active EE | $1,194 | $5,168-76.9% | $4,259-72.0% | $6,691-82.1% |
| Admin fee / account holder | $151,089 | $8,376+1703.8% | $6,418+2254.2% | $13,402+1027.4% |