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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 | $207,808 | $88,778+134.1% | $81,844+153.9% | $145,884+42.4% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 7.92% | 1033.03%-1025.1pp | 778.87%-770.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,156 | $4,648+118.5% | $4,323+134.9% | $6,690+51.8% |
| Admin fee / account holder | $7,932 | $8,430-5.9% | $7,355+7.8% | $13,392-40.8% |