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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 | $91,362 | $100,060-8.7% | $149,721-39.0% | $70,126+30.3% |
| Participation rate | 31.4% | 83.6%-52.2pp | 87.1%-55.7pp | 69.5%-38.1pp |
| Annual return | 11.91% | 27.46%-15.6pp | 1501.67%-1489.8pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,060 | $3,661-71.0% | $5,444-80.5% | $2,343-54.7% |
| Participant deferral / active EE | $2,971 | $4,982-40.4% | $6,568-54.8% | $3,332-10.8% |
| Admin fee / account holder | $2,084 | $8,285-74.9% | $11,282-81.5% | $4,645-55.1% |