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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 | $170,264 | $97,078+75.4% | $103,065+65.2% | $145,897+16.7% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.6%-13.9pp | 80.3%-13.6pp |
| Annual return | 7.67% | 25.49%-17.8pp | 23.95%-16.3pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,261 | $6,601+40.3% | $6,625+39.8% | $6,689+38.4% |
| Admin fee / account holder | $140,250 | $12,505+1021.6% | $9,349+1400.2% | $13,390+947.4% |