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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 | $52,353+84.7% | $120,225-19.6% | $82,448+17.3% |
| Participation rate | 32.1% | 58.3%-26.2pp | 69.6%-37.4pp | 68.1%-35.9pp |
| Annual return | 9.12% | 61.85%-52.7pp | 439.23%-430.1pp | 41.64%-32.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,659 | $2,627-36.8% | $3,999-58.5% | $4,139-59.9% |
| Admin fee / account holder | $14,735 | $4,363+237.8% | $5,696+158.7% | $7,234+103.7% |