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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 | $156,722 | $88,815+76.5% | $81,882+91.4% | $145,897+7.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.55% | 1033.75%-1026.2pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $255 | $3,086-91.7% | $2,916-91.3% | $4,663-94.5% |
| Participant deferral / active EE | $9,021 | $4,647+94.1% | $4,323+108.7% | $6,689+34.9% |
| Admin fee / account holder | $141,311 | $8,434+1575.4% | $7,360+1820.1% | $13,390+955.3% |