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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 | $225,218 | $166,242+35.5% | $165,071+36.4% | $145,884+54.4% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.6%-55.1pp | 80.3%-56.8pp |
| Annual return | 5.94% | 100.44%-94.5pp | 70.17%-64.2pp | 551.85%-545.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,103 | $6,964-41.1% | $6,035-32.0% | $6,690-38.7% |
| Admin fee / account holder | $186,284 | $16,658+1018.3% | $12,695+1367.4% | $13,392+1291.0% |