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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 | $226,366 | $105,160+115.3% | $94,679+139.1% | $139,456+62.3% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 10.61% | 38.04%-27.4pp | 156.75%-146.1pp | 373.45%-362.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $22,607 | $7,599+197.5% | $7,417+204.8% | $6,711+236.8% |
| Admin fee / account holder | $590 | $8,988-93.4% | $7,233-91.8% | $11,407-94.8% |