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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 | $167,954 | $51,638+225.3% | $68,368+145.7% | $82,448+103.7% |
| Participation rate | 51.7% | 63.6%-11.9pp | 73.8%-22.0pp | 68.1%-16.3pp |
| Annual return | -1.21% | 37.53%-38.7pp | 292.57%-293.8pp | 41.64%-42.9pp |
| Employer contribution / active EE | $45 | $2,047-97.8% | $2,649-98.3% | $2,551-98.2% |
| Participant deferral / active EE | $12,990 | $2,914+345.9% | $4,123+215.1% | $4,139+213.8% |
| Admin fee / account holder | $49,857 | $4,643+973.7% | $5,150+868.1% | $7,234+589.2% |