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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 | $93,196 | $101,591-8.3% | $147,096-36.6% | $74,429+25.2% |
| Participation rate | 61.9% | 75.5%-13.6pp | 82.2%-20.3pp | 67.2%-5.3pp |
| Annual return | 10.63% | 8746.45%-8735.8pp | 419.75%-409.1pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $640 | $3,813-83.2% | $4,936-87.0% | $2,625-75.6% |
| Participant deferral / active EE | $6,583 | $7,302-9.8% | $8,071-18.4% | $4,348+51.4% |
| Admin fee / account holder | $41,460 | $1,750+2269.1% | $13,005+218.8% | $1,944+2032.4% |