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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 | $91,781 | $79,181+15.9% | $102,423-10.4% | $74,429+23.3% |
| Participation rate | 38.8% | 74.8%-35.9pp | 76.5%-37.7pp | 67.2%-28.4pp |
| Annual return | 10.70% | 54.97%-44.3pp | 29.42%-18.7pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $736 | $2,362-68.8% | $3,023-75.6% | $2,625-71.9% |
| Participant deferral / active EE | $3,950 | $4,416-10.5% | $5,054-21.8% | $4,348-9.2% |
| Admin fee / account holder | $10,113 | $2,002+405.2% | $9,455+7.0% | $1,944+420.1% |