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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% | $155,574+45.0% | $145,877+54.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.14% | 61.37%-56.2pp | 64.87%-59.7pp | 551.28%-546.1pp |
| Employer contribution / active EE | $4 | $5,317-99.9% | $4,676-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $37,846 | $6,466+485.3% | $5,629+572.3% | $6,691+465.7% |
| Admin fee / account holder | $83,422 | $19,316+331.9% | $15,914+424.2% | $13,402+522.4% |