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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 | $166,525 | $111,785+49.0% | $93,669+77.8% | $145,877+14.2% |
| Participation rate | 10.5% | 74.2%-63.7pp | 68.7%-58.2pp | 80.3%-69.8pp |
| Annual return | 4.06% | 203.79%-199.7pp | 133.59%-129.5pp | 551.28%-547.2pp |
| Employer contribution / active EE | $237 | $3,096-92.3% | $2,424-90.2% | $4,663-94.9% |
| Participant deferral / active EE | $1,546 | $4,919-68.6% | $4,416-65.0% | $6,691-76.9% |
| Admin fee / account holder | $1,639 | $10,256-84.0% | $8,291-80.2% | $13,402-87.8% |