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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 | $101,423 | $100,895+0.5% | $90,430+12.2% | $158,950-36.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 2.01% | 1725.54%-1723.5pp | 1293.73%-1291.7pp | 302.91%-300.9pp |
| Employer contribution / active EE | $116 | $3,689-96.9% | $3,262-96.5% | $4,762-97.6% |
| Participant deferral / active EE | $1,937 | $4,347-55.4% | $3,963-51.1% | $5,983-67.6% |
| Admin fee / account holder | $60,320 | $6,505+827.3% | $5,613+974.6% | $11,248+436.3% |