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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 | $109,267 | $88,815+23.0% | $81,882+33.4% | $145,897-25.1% |
| Participation rate | 18.8% | 75.1%-56.3pp | 72.4%-53.6pp | 80.3%-61.6pp |
| Annual return | 9.38% | 1033.75%-1024.4pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $121 | $3,086-96.1% | $2,916-95.8% | $4,663-97.4% |
| Participant deferral / active EE | $2,866 | $4,647-38.3% | $4,323-33.7% | $6,689-57.2% |
| Admin fee / account holder | $26,196 | $8,434+210.6% | $7,360+255.9% | $13,390+95.6% |