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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 | $62,684 | $59,448+5.4% | $93,696-33.1% | $74,459-15.8% |
| Participation rate | 45.5% | 59.6%-14.2pp | 68.7%-23.3pp | 67.2%-21.8pp |
| Annual return | 7.54% | 82.11%-74.6pp | 133.74%-126.2pp | 1369.70%-1362.2pp |
| Employer contribution / active EE | $190 | $1,266-85.0% | $2,422-92.2% | $2,626-92.8% |
| Participant deferral / active EE | $2,543 | $3,052-16.7% | $4,417-42.4% | $4,350-41.5% |
| Admin fee / account holder | $65,244 | $3,027+2055.3% | $8,287+687.3% | $1,945+3254.8% |