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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 | $168,677 | $102,696+64.2% | $86,235+95.6% | $139,487+20.9% |
| Participation rate | 5.6% | 74.5%-68.9pp | 69.0%-63.4pp | 80.3%-74.8pp |
| Annual return | 3.88% | 1925.91%-1922.0pp | 1170.03%-1166.2pp | 373.84%-370.0pp |
| Employer contribution / active EE | $216 | $3,034-92.9% | $2,381-90.9% | $4,755-95.5% |
| Participant deferral / active EE | $1,417 | $4,679-69.7% | $3,987-64.5% | $6,713-78.9% |
| Admin fee / account holder | $403,923 | $8,667+4560.5% | $6,856+5791.9% | $11,407+3440.9% |