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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 | $214,728 | $88,815+141.8% | $81,882+162.2% | $145,897+47.2% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 3.51% | 1033.75%-1030.2pp | 779.47%-776.0pp | 552.29%-548.8pp |
| Employer contribution / active EE | $241 | $3,086-92.2% | $2,916-91.7% | $4,663-94.8% |
| Participant deferral / active EE | $1,664 | $4,647-64.2% | $4,323-61.5% | $6,689-75.1% |
| Admin fee / account holder | $967 | $8,434-88.5% | $7,360-86.9% | $13,390-92.8% |