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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 | $225,739 | $115,225+95.9% | $100,712+124.1% | $138,895+62.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 9.25% | 40.35%-31.1pp | 33.27%-24.0pp | 145.39%-136.1pp |
| Employer contribution / active EE | $476 | $2,771-82.8% | $2,313-79.4% | $4,194-88.7% |
| Participant deferral / active EE | $6,758 | $4,699+43.8% | $4,085+65.4% | $6,396+5.7% |
| Admin fee / account holder | $146,312 | $10,844+1249.3% | $9,256+1480.7% | $12,562+1064.7% |