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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 | $82,730 | $65,575+26.2% | $86,209-4.0% | $75,181+10.0% |
| Participation rate | 38.3% | 60.5%-22.2pp | 69.0%-30.7pp | 67.2%-28.9pp |
| Annual return | 7.79% | 46.07%-38.3pp | 1169.05%-1161.3pp | 160.69%-152.9pp |
| Employer contribution / active EE | $171 | $1,553-89.0% | $2,381-92.8% | $2,671-93.6% |
| Participant deferral / active EE | $4,091 | $3,023+35.3% | $3,986+2.6% | $4,126-0.9% |
| Admin fee / account holder | $14,484 | $5,470+164.8% | $6,853+111.4% | $5,650+156.4% |