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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 | $109,769 | $53,837+103.9% | $75,714+45.0% | $85,847+27.9% |
| Participation rate | 30.4% | 69.1%-38.6pp | 74.8%-44.4pp | 69.3%-38.9pp |
| Annual return | 9.44% | 24.54%-15.1pp | 104.62%-95.2pp | 318.61%-309.2pp |
| Employer contribution / active EE | $217 | $2,017-89.2% | $2,744-92.1% | $2,565-91.5% |
| Participant deferral / active EE | $1,502 | $2,895-48.1% | $3,820-60.7% | $3,952-62.0% |
| Admin fee / account holder | $719 | $3,339-78.5% | $3,619-80.1% | $6,261-88.5% |