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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 | $140,748 | $96,643+45.6% | $86,617+62.5% | $139,456+0.9% |
| Participation rate | 11.1% | 74.4%-63.3pp | 71.7%-60.6pp | 80.3%-69.2pp |
| Annual return | 7.78% | 106.57%-98.8pp | 591.91%-584.1pp | 373.45%-365.7pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,733 | $4,835-64.2% | $4,437-60.9% | $6,711-74.2% |
| Admin fee / account holder | $7,740 | $6,406+20.8% | $5,613+37.9% | $11,407-32.1% |