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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 | $104,008 | $100,060+3.9% | $149,721-30.5% | $70,126+48.3% |
| Participation rate | 67.6% | 83.6%-16.0pp | 87.1%-19.5pp | 69.5%-2.0pp |
| Annual return | 12.22% | 27.46%-15.2pp | 1501.67%-1489.5pp | 73.15%-60.9pp |
| Employer contribution / active EE | $900 | $3,661-75.4% | $5,444-83.5% | $2,343-61.6% |
| Participant deferral / active EE | $2,428 | $4,982-51.3% | $6,568-63.0% | $3,332-27.1% |
| Admin fee / account holder | $17,050 | $8,285+105.8% | $11,282+51.1% | $4,645+267.0% |