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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 | $147,847 | $72,071+105.1% | $68,368+116.3% | $137,256+7.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 11.97% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $261 | $2,788-90.6% | $2,649-90.2% | $4,156-93.7% |
| Participant deferral / active EE | $769 | $4,410-82.6% | $4,123-81.3% | $6,407-88.0% |
| Admin fee / account holder | $4,003 | $5,336-25.0% | $5,150-22.3% | $12,270-67.4% |