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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 | $121,288 | $58,726+106.5% | $142,898-15.1% | $85,851+41.3% |
| Participation rate | 38.8% | 58.5%-19.7pp | 72.0%-33.2pp | 69.3%-30.5pp |
| Annual return | 10.67% | 27.73%-17.1pp | 5639.64%-5629.0pp | 318.63%-308.0pp |
| Employer contribution / active EE | $220 | $1,424-84.5% | $4,146-94.7% | $2,565-91.4% |
| Participant deferral / active EE | $1,542 | $2,609-40.9% | $3,838-59.8% | $3,952-61.0% |
| Admin fee / account holder | $553 | $4,234-86.9% | $6,560-91.6% | $6,261-91.2% |