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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 | $247,329 | $23,330+960.2% | $64,489+283.5% | $82,448+200.0% |
| Participation rate | 68.0% | 68.3%-0.3pp | 67.7%+0.3pp | 68.1%-0.1pp |
| Annual return | 11.69% | 83.66%-72.0pp | 55.03%-43.3pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,750 | $1,707+178.2% | $2,778+71.0% | $4,139+14.8% |
| Admin fee / account holder | $43,309 | $2,946+1370.3% | $4,260+916.7% | $7,234+498.7% |