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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 | $230,837 | $52,353+340.9% | $120,225+92.0% | $82,448+180.0% |
| Participation rate | 14.6% | 58.3%-43.7pp | 69.6%-55.0pp | 68.1%-53.5pp |
| Annual return | 12.64% | 61.85%-49.2pp | 439.23%-426.6pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $910 | $2,627-65.3% | $3,999-77.2% | $4,139-78.0% |
| Admin fee / account holder | $2,327 | $4,363-46.7% | $5,696-59.1% | $7,234-67.8% |