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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 | $77,508 | $51,638+50.1% | $68,368+13.4% | $82,448-6.0% |
| Participation rate | 40.7% | 63.6%-22.9pp | 73.8%-33.0pp | 68.1%-27.3pp |
| Annual return | 11.15% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $158 | $2,047-92.3% | $2,649-94.0% | $2,551-93.8% |
| Participant deferral / active EE | $2,186 | $2,914-25.0% | $4,123-47.0% | $4,139-47.2% |
| Admin fee / account holder | $23,205 | $4,643+399.7% | $5,150+350.6% | $7,234+220.8% |