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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 | $76,519+1.3% | $56,025+38.4% | $145,897-46.9% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.1pp | 80.3%-34.9pp |
| Annual return | 4.77% | 3017.03%-3012.3pp | 1712.69%-1707.9pp | 552.29%-547.5pp |
| Employer contribution / active EE | $4 | $1,383-99.7% | $1,042-99.7% | $4,663-99.9% |
| Participant deferral / active EE | $420 | $2,624-84.0% | $1,955-78.5% | $6,689-93.7% |
| Admin fee / account holder | $7,238 | $3,331+117.3% | $2,828+155.9% | $13,390-45.9% |