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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 | $181,610 | $117,829+54.1% | $102,423+77.3% | $145,877+24.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 5.74% | 31.83%-26.1pp | 29.42%-23.7pp | 551.28%-545.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,335 | $5,732+28.0% | $5,054+45.1% | $6,691+9.6% |
| Admin fee / account holder | $170,206 | $13,335+1176.4% | $9,455+1700.3% | $13,402+1170.0% |