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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 | $70,134 | $57,312+22.4% | $86,617-19.0% | $75,181-6.7% |
| Participation rate | 31.1% | 63.2%-32.1pp | 71.7%-40.6pp | 67.2%-36.1pp |
| Annual return | 11.69% | 2672.78%-2661.1pp | 591.91%-580.2pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,337 | $3,319-59.7% | $4,437-69.9% | $4,126-67.6% |
| Admin fee / account holder | $810 | $4,114-80.3% | $5,613-85.6% | $5,650-85.7% |