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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 | $121,804 | $80,812+50.7% | $160,784-24.2% | $82,448+47.7% |
| Participation rate | 48.1% | 66.2%-18.1pp | 77.0%-28.8pp | 68.1%-19.9pp |
| Annual return | 11.51% | 100.59%-89.1pp | 1803.92%-1792.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,240 | $4,335-48.3% | $6,293-64.4% | $4,139-45.9% |
| Admin fee / account holder | $2,538 | $7,695-67.0% | $9,717-73.9% | $7,234-64.9% |