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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 | $82,727 | $49,891+65.8% | $80,607+2.6% | $75,181+10.0% |
| Participation rate | 13.3% | 55.3%-42.0pp | 67.0%-53.7pp | 67.2%-53.9pp |
| Annual return | 10.61% | 34.67%-24.1pp | 936.11%-925.5pp | 160.69%-150.1pp |
| Employer contribution / active EE | $176 | $1,698-89.6% | $2,724-93.5% | $2,671-93.4% |
| Participant deferral / active EE | $889 | $2,991-70.3% | $4,448-80.0% | $4,126-78.4% |
| Admin fee / account holder | $425 | $3,578-88.1% | $5,379-92.1% | $5,650-92.5% |