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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 | $85,637 | $53,128+61.2% | $86,582-1.1% | $70,126+22.1% |
| Participation rate | 47.4% | 65.3%-17.9pp | 73.5%-26.2pp | 69.5%-22.2pp |
| Annual return | 10.50% | 27.66%-17.2pp | 965.08%-954.6pp | 73.15%-62.7pp |
| Employer contribution / active EE | $38 | $2,068-98.2% | $2,839-98.7% | $2,343-98.4% |
| Participant deferral / active EE | $5,030 | $2,695+86.6% | $3,609+39.4% | $3,332+51.0% |
| Admin fee / account holder | $10,274 | $3,584+186.7% | $4,904+109.5% | $4,645+121.2% |