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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 | $157,144 | $58,391+169.1% | $76,657+105.0% | $72,975+115.3% |
| Participation rate | 53.6% | 67.4%-13.8pp | 72.1%-18.5pp | 69.5%-15.9pp |
| Annual return | 7.91% | 2306.65%-2298.7pp | 1166.74%-1158.8pp | 81.01%-73.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,037 | $2,690+124.4% | $3,335+81.0% | $3,608+67.3% |
| Admin fee / account holder | $31,100 | $4,014+674.7% | $6,423+384.2% | $5,124+506.9% |