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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 | $243,750 | $181,062+34.6% | $158,223+54.1% | $155,188+57.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 6.65% | 57.39%-50.7pp | 52.09%-45.4pp | 148.84%-142.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,200 | $6,134+98.9% | $5,467+123.2% | $6,531+86.8% |
| Admin fee / account holder | $149,713 | $18,825+695.3% | $16,047+833.0% | $14,480+933.9% |