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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 | $241,155 | $23,330+933.7% | $64,489+273.9% | $82,448+192.5% |
| Participation rate | 29.0% | 68.3%-39.3pp | 67.7%-38.7pp | 68.1%-39.0pp |
| Annual return | 11.83% | 83.66%-71.8pp | 55.03%-43.2pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,773 | $1,707+3.9% | $2,778-36.2% | $4,139-57.2% |
| Admin fee / account holder | $40,966 | $2,946+1290.8% | $4,260+861.7% | $7,234+466.3% |