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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 | $88,754+61.0% | $81,820+74.7% | $145,877-2.0% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 3.21% | 1031.77%-1028.6pp | 777.93%-774.7pp | 551.28%-548.1pp |
| Employer contribution / active EE | $55 | $3,085-98.2% | $2,915-98.1% | $4,663-98.8% |
| Participant deferral / active EE | $1,255 | $4,648-73.0% | $4,323-71.0% | $6,691-81.2% |
| Admin fee / account holder | $2,669 | $8,424-68.3% | $7,391-63.9% | $13,402-80.1% |