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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 | $142,911 | $88,710+61.1% | $81,783+74.7% | $145,959-2.1% |
| Participation rate | 18.2% | 75.0%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 3.21% | 1027.26%-1024.0pp | 775.05%-771.8pp | 561.95%-558.7pp |
| Employer contribution / active EE | $55 | $3,083-98.2% | $2,913-98.1% | $4,661-98.8% |
| Participant deferral / active EE | $1,255 | $4,645-73.0% | $4,320-71.0% | $6,689-81.2% |
| Admin fee / account holder | $2,669 | $8,407-68.3% | $7,380-63.8% | $13,398-80.1% |