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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 | $143,939 | $80,812+78.1% | $160,784-10.5% | $82,448+74.6% |
| Participation rate | 28.6% | 66.2%-37.7pp | 77.0%-48.4pp | 68.1%-39.5pp |
| Annual return | 10.49% | 100.59%-90.1pp | 1803.92%-1793.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $314 | $2,174-85.6% | $3,733-91.6% | $2,551-87.7% |
| Participant deferral / active EE | $2,174 | $4,335-49.9% | $6,293-65.5% | $4,139-47.5% |
| Admin fee / account holder | $72,095 | $7,695+836.9% | $9,717+642.0% | $7,234+896.6% |