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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 | $55,446+74.5% | $155,574-37.8% | $74,429+30.0% |
| Participation rate | 24.5% | 61.9%-37.4pp | 78.2%-53.7pp | 67.2%-42.7pp |
| Annual return | 10.06% | 269.20%-259.1pp | 64.87%-54.8pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,121 | $2,836-60.5% | $5,629-80.1% | $4,348-74.2% |
| Admin fee / account holder | $7,453 | $1,743+327.6% | $15,914-53.2% | $1,944+283.3% |