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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 | $77,538 | $76,608+1.2% | $56,077+38.3% | $145,877-46.8% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.0pp | 80.3%-34.8pp |
| Annual return | 4.77% | 3009.59%-3004.8pp | 1709.28%-1704.5pp | 551.28%-546.5pp |
| Employer contribution / active EE | $4 | $1,382-99.7% | $1,040-99.7% | $4,663-99.9% |
| Participant deferral / active EE | $420 | $2,624-84.0% | $1,954-78.5% | $6,691-93.7% |
| Admin fee / account holder | $7,238 | $3,325+117.7% | $2,825+156.2% | $13,402-46.0% |