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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 | $80,099 | $78,636+1.9% | $105,607-24.2% | $74,459+7.6% |
| Participation rate | 40.9% | 72.8%-31.9pp | 75.3%-34.4pp | 67.2%-26.4pp |
| Annual return | 9.46% | 15.96%-6.5pp | 116.11%-106.6pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,494 | $4,322-42.3% | $5,011-50.2% | $4,350-42.7% |
| Admin fee / account holder | $15,904 | $2,220+616.4% | $10,958+45.1% | $1,945+717.8% |