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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 | $96,744 | $55,472+74.4% | $155,567-37.8% | $74,546+29.8% |
| Participation rate | 24.5% | 61.9%-37.4pp | 78.2%-53.7pp | 67.2%-42.7pp |
| Annual return | 10.06% | 268.72%-258.7pp | 64.74%-54.7pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,121 | $2,838-60.5% | $5,628-80.1% | $4,347-74.2% |
| Admin fee / account holder | $7,453 | $1,743+327.7% | $15,916-53.2% | $1,944+283.5% |