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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 | $192,649 | $72,071+167.3% | $68,368+181.8% | $137,256+40.4% |
| Participation rate | 59.1% | 76.2%-17.1pp | 73.8%-14.7pp | 80.0%-20.9pp |
| Annual return | 12.53% | 353.14%-340.6pp | 292.57%-280.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,279 | $4,410+110.4% | $4,123+125.1% | $6,407+44.8% |
| Admin fee / account holder | $1,944 | $5,336-63.6% | $5,150-62.3% | $12,270-84.2% |