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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 | $102,422+95.6% | $147,117+36.2% | $80,959+147.5% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 10.40% | 135.16%-124.8pp | 420.54%-410.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $44 | $3,717-98.8% | $4,932-99.1% | $2,757-98.4% |
| Participant deferral / active EE | $10,598 | $6,652+59.3% | $8,065+31.4% | $4,300+146.4% |
| Admin fee / account holder | $20,684 | $7,953+160.1% | $12,993+59.2% | $6,925+198.7% |