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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 | $81,120 | $54,674+48.4% | $76,089+6.6% | $74,429+9.0% |
| Participation rate | 16.9% | 60.3%-43.4pp | 69.1%-52.2pp | 67.2%-50.3pp |
| Annual return | 10.11% | 31.89%-21.8pp | 360.94%-350.8pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,178 | $3,071-61.7% | $4,259-72.4% | $4,348-72.9% |
| Admin fee / account holder | $4,129 | $2,238+84.5% | $6,418-35.7% | $1,944+112.4% |