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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 | $84,557 | $72,403+16.8% | $67,524+25.2% | $145,978-42.1% |
| Participation rate | 35.0% | 76.9%-41.9pp | 72.9%-37.9pp | 80.3%-45.3pp |
| Annual return | 6.38% | 7197.23%-7190.8pp | 3519.41%-3513.0pp | 550.52%-544.1pp |
| Employer contribution / active EE | $196 | $3,072-93.6% | $2,734-92.8% | $4,662-95.8% |
| Participant deferral / active EE | $1,007 | $4,782-78.9% | $4,001-74.8% | $6,690-84.9% |
| Admin fee / account holder | $2,456 | $5,541-55.7% | $4,001-38.6% | $13,400-81.7% |