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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 | $96,716 | $56,431+71.4% | $130,788-26.1% | $87,485+10.6% |
| Participation rate | 32.1% | 58.9%-26.8pp | 70.1%-38.0pp | 68.9%-36.8pp |
| Annual return | 9.12% | 91.27%-82.1pp | 386.44%-377.3pp | 26.06%-16.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,659 | $2,749-39.6% | $4,137-59.9% | $4,274-61.2% |
| Admin fee / account holder | $14,735 | $4,433+232.4% | $6,673+120.8% | $7,775+89.5% |