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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 | $84,728 | $90,489-6.4% | $76,051+11.4% | $145,978-42.0% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.1%-60.0pp | 80.3%-71.2pp |
| Annual return | 4.41% | 622.78%-618.4pp | 360.42%-356.0pp | 550.52%-546.1pp |
| Employer contribution / active EE | $478 | $3,319-85.6% | $2,690-82.2% | $4,662-89.8% |
| Participant deferral / active EE | $1,194 | $5,164-76.9% | $4,257-72.0% | $6,690-82.1% |
| Admin fee / account holder | $34,035 | $8,374+306.4% | $6,416+430.5% | $13,400+154.0% |