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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 | $90,267 | $79,189+14.0% | $102,457-11.9% | $74,400+21.3% |
| Participation rate | 33.3% | 74.8%-41.4pp | 76.5%-43.2pp | 67.2%-33.9pp |
| Annual return | 10.99% | 54.98%-44.0pp | 29.41%-18.4pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,189 | $4,415-50.4% | $5,054-56.7% | $4,348-49.6% |
| Admin fee / account holder | $7,842 | $2,002+291.7% | $9,451-17.0% | $1,944+303.5% |