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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 | $229,602 | $88,710+158.8% | $81,783+180.7% | $145,959+57.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 6.55% | 1027.26%-1020.7pp | 775.05%-768.5pp | 561.95%-555.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,931 | $4,645-58.4% | $4,320-55.3% | $6,689-71.1% |
| Admin fee / account holder | $36,709 | $8,407+336.6% | $7,380+397.4% | $13,398+174.0% |