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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 | $75,545 | $27,243+177.3% | $52,425+44.1% | $79,634-5.1% |
| Participation rate | 11.2% | 22.4%-11.2pp | 55.6%-44.4pp | 62.5%-51.3pp |
| Annual return | 10.37% | 63.36%-53.0pp | 302.12%-291.8pp | 36.46%-26.1pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,055 | $636+65.9% | $1,790-41.1% | $3,835-72.5% |
| Admin fee / account holder | $12,440 | $2,105+491.0% | $2,495+398.6% | $1,002+1141.6% |