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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 | $77,648 | $57,312+35.5% | $86,617-10.4% | $75,181+3.3% |
| Participation rate | 53.6% | 63.2%-9.6pp | 71.7%-18.1pp | 67.2%-13.6pp |
| Annual return | 11.67% | 2672.78%-2661.1pp | 591.91%-580.2pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,609 | $3,319-51.5% | $4,437-63.7% | $4,126-61.0% |
| Admin fee / account holder | $14,539 | $4,114+253.4% | $5,613+159.0% | $5,650+157.3% |