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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 | $143,561 | $185,883-22.8% | $170,043-15.6% | $139,466+2.9% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 9.92% | 60.54%-50.6pp | 53.40%-43.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,695 | $11,626-16.6% | $10,410-6.9% | $6,712+44.4% |
| Admin fee / account holder | $46,747 | $15,393+203.7% | $12,824+264.5% | $11,409+309.8% |