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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 | $96,586 | $65,555+47.3% | $86,216+12.0% | $75,173+28.5% |
| Participation rate | 21.6% | 60.5%-38.9pp | 69.0%-47.3pp | 67.2%-45.6pp |
| Annual return | 10.16% | 46.07%-35.9pp | 1169.42%-1159.3pp | 160.72%-150.6pp |
| Employer contribution / active EE | $135 | $1,553-91.3% | $2,382-94.3% | $2,671-94.9% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,828 | $5,469-30.0% | $6,853-44.1% | $5,651-32.3% |