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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 | $84,140 | $57,305+46.8% | $86,640-2.9% | $75,173+11.9% |
| Participation rate | 53.5% | 63.2%-9.7pp | 71.7%-18.2pp | 67.2%-13.7pp |
| Annual return | 13.32% | 2674.24%-2660.9pp | 592.52%-579.2pp | 160.72%-147.4pp |
| Employer contribution / active EE | $181 | $2,316-92.2% | $3,024-94.0% | $2,671-93.2% |
| Participant deferral / active EE | $2,425 | $3,320-27.0% | $4,438-45.4% | $4,126-41.2% |
| Admin fee / account holder | $6,655 | $4,116+61.7% | $5,616+18.5% | $5,651+17.8% |