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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 | $195,394 | $90,691+115.4% | $76,119+156.7% | $145,884+33.9% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 7.51% | 624.52%-617.0pp | 361.25%-353.7pp | 551.85%-544.3pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,137 | $5,167-58.6% | $4,259-49.8% | $6,690-68.1% |
| Admin fee / account holder | $6,225 | $8,383-25.7% | $6,421-3.1% | $13,392-53.5% |