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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 | $206,881 | $48,364+327.8% | $71,796+188.2% | $62,881+229.0% |
| Participation rate | 10.3% | 60.6%-50.4pp | 69.1%-58.9pp | 69.3%-59.0pp |
| Annual return | 3.17% | 13.16%-10.0pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $60 | $1,042-94.2% | $1,924-96.9% | $2,281-97.4% |
| Participant deferral / active EE | $1,234 | $2,091-41.0% | $2,794-55.8% | $3,203-61.5% |
| Admin fee / account holder | $718 | $3,771-81.0% | $4,815-85.1% | $4,296-83.3% |