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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 | $200,344 | $102,429+95.6% | $147,096+36.2% | $80,925+147.6% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 10.40% | 135.02%-124.6pp | 419.75%-409.3pp | 35.65%-25.2pp |
| Employer contribution / active EE | $44 | $3,716-98.8% | $4,936-99.1% | $2,756-98.4% |
| Participant deferral / active EE | $10,598 | $6,649+59.4% | $8,071+31.3% | $4,299+146.5% |
| Admin fee / account holder | $20,684 | $7,957+160.0% | $13,005+59.0% | $6,940+198.0% |