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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 | $101,672-8.3% | $147,117-36.7% | $74,478+25.1% |
| Participation rate | 61.9% | 75.5%-13.6pp | 82.2%-20.3pp | 67.2%-5.3pp |
| Annual return | 10.63% | 8757.83%-8747.2pp | 420.54%-409.9pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $640 | $3,813-83.2% | $4,932-87.0% | $2,626-75.6% |
| Participant deferral / active EE | $6,583 | $7,305-9.9% | $8,065-18.4% | $4,350+51.3% |
| Admin fee / account holder | $41,460 | $1,753+2264.9% | $12,993+219.1% | $1,946+2030.7% |