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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 | $219,754 | $52,353+319.8% | $120,225+82.8% | $82,448+166.5% |
| Participation rate | 5.9% | 58.3%-52.4pp | 69.6%-63.7pp | 68.1%-62.2pp |
| Annual return | 7.37% | 61.85%-54.5pp | 439.23%-431.9pp | 41.64%-34.3pp |
| Employer contribution / active EE | $117 | $1,510-92.2% | $3,475-96.6% | $2,551-95.4% |
| Participant deferral / active EE | $1,055 | $2,627-59.8% | $3,999-73.6% | $4,139-74.5% |
| Admin fee / account holder | $1,709 | $4,363-60.8% | $5,696-70.0% | $7,234-76.4% |