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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 | $96,779 | $60,128+61.0% | $90,440+7.0% | $79,852+21.2% |
| Participation rate | 60.0% | 65.0%-5.0pp | 72.7%-12.7pp | 69.6%-9.6pp |
| Annual return | 9.93% | 71.95%-62.0pp | 1294.38%-1284.5pp | 31.72%-21.8pp |
| Employer contribution / active EE | $182 | $2,068-91.2% | $3,263-94.4% | $2,471-92.6% |
| Participant deferral / active EE | $2,313 | $2,939-21.3% | $3,964-41.6% | $3,740-38.1% |
| Admin fee / account holder | $12,536 | $3,977+215.2% | $5,615+123.3% | $5,306+136.2% |