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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 | $71,836 | $51,631+39.1% | $129,397-44.5% | $80,925-11.2% |
| Participation rate | 19.1% | 56.9%-37.8pp | 69.6%-50.5pp | 67.7%-48.5pp |
| Annual return | 9.88% | 20.77%-10.9pp | 9453.98%-9444.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $180 | $1,583-88.6% | $4,154-95.7% | $2,756-93.5% |
| Participant deferral / active EE | $766 | $2,670-71.3% | $4,167-81.6% | $4,299-82.2% |
| Admin fee / account holder | $14,479 | $4,309+236.0% | $7,679+88.6% | $6,940+108.6% |