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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 | $190,874 | $60,119+217.5% | $90,430+111.1% | $79,858+139.0% |
| Participation rate | 67.6% | 65.0%+2.6pp | 72.7%-5.1pp | 69.6%-2.1pp |
| Annual return | 5.88% | 71.94%-66.1pp | 1293.73%-1287.8pp | 31.72%-25.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,423 | $2,938+118.6% | $3,963+62.1% | $3,740+71.7% |
| Admin fee / account holder | $5,666 | $3,976+42.5% | $5,613+0.9% | $5,306+6.8% |