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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 | $181,735 | $80,812+124.9% | $160,784+13.0% | $82,448+120.4% |
| Participation rate | 43.8% | 66.2%-22.5pp | 77.0%-33.2pp | 68.1%-24.3pp |
| Annual return | 11.79% | 100.59%-88.8pp | 1803.92%-1792.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $257 | $2,174-88.2% | $3,733-93.1% | $2,551-89.9% |
| Participant deferral / active EE | $3,028 | $4,335-30.2% | $6,293-51.9% | $4,139-26.9% |
| Admin fee / account holder | $49,181 | $7,695+539.1% | $9,717+406.1% | $7,234+579.8% |