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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 | $98,462 | $55,470+77.5% | $155,556-36.7% | $74,478+32.2% |
| Participation rate | 31.4% | 61.9%-30.5pp | 78.2%-46.9pp | 67.2%-35.9pp |
| Annual return | 10.68% | 269.80%-259.1pp | 64.84%-54.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $96 | $2,267-95.8% | $4,675-98.0% | $2,626-96.4% |
| Participant deferral / active EE | $1,955 | $2,838-31.1% | $5,631-65.3% | $4,350-55.1% |
| Admin fee / account holder | $14,699 | $1,744+742.7% | $15,885-7.5% | $1,946+655.4% |