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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 | $98,361 | $58,258+68.8% | $81,820+20.2% | $80,925+21.5% |
| Participation rate | 8.0% | 63.5%-55.5pp | 72.4%-64.4pp | 67.7%-59.7pp |
| Annual return | 10.30% | 41.76%-31.5pp | 777.93%-767.6pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,076 | $3,284-67.2% | $4,323-75.1% | $4,299-75.0% |
| Admin fee / account holder | $25,687 | $4,976+416.2% | $7,391+247.6% | $6,940+270.1% |