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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 | $125,140 | $78,562+59.3% | $105,608+18.5% | $74,429+68.1% |
| Participation rate | 51.9% | 72.8%-20.9pp | 75.3%-23.4pp | 67.2%-15.3pp |
| Annual return | 10.93% | 15.94%-5.0pp | 116.50%-105.6pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $566 | $2,521-77.6% | $3,167-82.1% | $2,625-78.4% |
| Participant deferral / active EE | $3,297 | $4,321-23.7% | $5,010-34.2% | $4,348-24.2% |
| Admin fee / account holder | $10,912 | $2,217+392.3% | $11,028-1.1% | $1,944+461.2% |