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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 | $91,290 | $60,128+51.8% | $90,440+0.9% | $79,852+14.3% |
| Participation rate | 16.7% | 65.0%-48.3pp | 72.7%-56.0pp | 69.6%-53.0pp |
| Annual return | 0.05% | 71.95%-71.9pp | 1294.38%-1294.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $184 | $2,068-91.1% | $3,263-94.4% | $2,471-92.6% |
| Participant deferral / active EE | $880 | $2,939-70.1% | $3,964-77.8% | $3,740-76.5% |
| Admin fee / account holder | $11,486 | $3,977+188.8% | $5,615+104.6% | $5,306+116.5% |