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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 | $100,875 | $24,891+305.3% | $69,623+44.9% | $74,459+35.5% |
| Participation rate | 33.6% | 63.4%-29.8pp | 66.4%-32.8pp | 67.2%-33.6pp |
| Annual return | 11.16% | 18.53%-7.4pp | 101.23%-90.1pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $250 | $1,005-75.1% | $1,709-85.3% | $2,626-90.5% |
| Participant deferral / active EE | $1,987 | $1,908+4.1% | $2,890-31.2% | $4,350-54.3% |
| Admin fee / account holder | $18,272 | $1,904+859.5% | $4,696+289.1% | $1,945+839.6% |