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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 | $79,739 | $58,311+36.7% | $81,882-2.6% | $80,959-1.5% |
| Participation rate | 45.6% | 63.5%-17.9pp | 72.4%-26.8pp | 67.7%-22.1pp |
| Annual return | 10.20% | 41.85%-31.6pp | 779.47%-769.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $180 | $2,347-92.3% | $2,916-93.8% | $2,757-93.5% |
| Participant deferral / active EE | $2,366 | $3,287-28.0% | $4,323-45.3% | $4,300-45.0% |
| Admin fee / account holder | $22,821 | $4,752+380.2% | $7,360+210.1% | $6,925+229.5% |