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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 | $225,566 | $183,592+22.9% | $155,567+45.0% | $145,959+54.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.14% | 61.24%-56.1pp | 64.74%-59.6pp | 561.95%-556.8pp |
| Employer contribution / active EE | $4 | $5,315-99.9% | $4,674-99.9% | $4,661-99.9% |
| Participant deferral / active EE | $37,846 | $6,464+485.5% | $5,628+572.5% | $6,689+465.8% |
| Admin fee / account holder | $83,422 | $19,318+331.8% | $15,916+424.1% | $13,398+522.6% |