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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 | $109,467 | $59,448+84.1% | $93,696+16.8% | $74,459+47.0% |
| Participation rate | 27.0% | 59.6%-32.6pp | 68.7%-41.7pp | 67.2%-40.2pp |
| Annual return | 10.20% | 82.11%-71.9pp | 133.74%-123.5pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,504 | $3,052-50.7% | $4,417-65.9% | $4,350-65.4% |
| Admin fee / account holder | $7,521 | $3,027+148.4% | $8,287-9.2% | $1,945+286.7% |