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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 | $232,380 | $117,846+97.2% | $102,434+126.9% | $145,884+59.3% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 7.65% | 31.90%-24.2pp | 29.46%-21.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,972 | $5,733+21.6% | $5,055+37.9% | $6,690+4.2% |
| Admin fee / account holder | $2,547 | $13,356-80.9% | $9,462-73.1% | $13,392-81.0% |