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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 | $182,959 | $88,778+106.1% | $81,844+123.5% | $145,884+25.4% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 7.41% | 1033.03%-1025.6pp | 778.87%-771.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $300 | $3,087-90.3% | $2,916-89.7% | $4,662-93.6% |
| Participant deferral / active EE | $2,238 | $4,648-51.8% | $4,323-48.2% | $6,690-66.5% |
| Admin fee / account holder | $45,292 | $8,430+437.3% | $7,355+515.8% | $13,392+238.2% |