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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 | $61,125+26.8% | $94,057-17.6% | $87,485-11.4% |
| Participation rate | 40.7% | 64.1%-23.3pp | 73.3%-32.6pp | 68.9%-28.2pp |
| Annual return | 11.15% | 35.20%-24.0pp | 480.62%-469.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $158 | $2,136-92.6% | $2,933-94.6% | $2,596-93.9% |
| Participant deferral / active EE | $2,186 | $3,260-32.9% | $4,709-53.6% | $4,274-48.8% |
| Admin fee / account holder | $23,205 | $5,629+312.3% | $7,244+220.3% | $7,775+198.5% |