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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 | $111,814+48.9% | $93,654+77.8% | $145,959+14.1% |
| Participation rate | 10.5% | 74.2%-63.7pp | 68.7%-58.2pp | 80.3%-69.8pp |
| Annual return | 4.06% | 203.30%-199.2pp | 133.34%-129.3pp | 561.95%-557.9pp |
| Employer contribution / active EE | $237 | $3,092-92.3% | $2,421-90.2% | $4,661-94.9% |
| Participant deferral / active EE | $1,546 | $4,914-68.5% | $4,413-65.0% | $6,689-76.9% |
| Admin fee / account holder | $1,639 | $10,246-84.0% | $8,282-80.2% | $13,398-87.8% |