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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 | $97,751+74.2% | $103,447+64.6% | $145,877+16.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 7.67% | 25.43%-17.8pp | 23.92%-16.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $0 | $4,684-100.0% | $4,678-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,261 | $6,603+40.2% | $6,624+39.8% | $6,691+38.4% |
| Admin fee / account holder | $140,250 | $12,515+1020.7% | $9,415+1389.6% | $13,402+946.5% |