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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 | $55,423+77.7% | $155,602-36.7% | $74,400+32.3% |
| Participation rate | 31.4% | 61.9%-30.5pp | 78.2%-46.8pp | 67.2%-35.9pp |
| Annual return | 10.68% | 269.07%-258.4pp | 64.81%-54.1pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $96 | $2,266-95.8% | $4,675-98.0% | $2,624-96.4% |
| Participant deferral / active EE | $1,955 | $2,835-31.0% | $5,629-65.3% | $4,348-55.0% |
| Admin fee / account holder | $14,699 | $1,744+742.6% | $15,923-7.7% | $1,944+656.3% |