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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 | $107,071 | $59,467+80.1% | $93,727+14.2% | $74,478+43.8% |
| Participation rate | 61.0% | 59.6%+1.3pp | 68.7%-7.8pp | 67.2%-6.3pp |
| Annual return | 10.14% | 82.14%-72.0pp | 133.83%-123.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,325 | $3,052+41.7% | $4,417-2.1% | $4,350-0.6% |
| Admin fee / account holder | $15,880 | $3,028+424.3% | $8,292+91.5% | $1,946+716.1% |