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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 | $151,434 | $49,199+207.8% | $121,204+24.9% | $75,173+101.4% |
| Participation rate | 10.7% | 55.4%-44.7pp | 69.5%-58.8pp | 67.2%-56.5pp |
| Annual return | 7.77% | 56.04%-48.3pp | 987.18%-979.4pp | 160.72%-153.0pp |
| Employer contribution / active EE | $257 | $1,547-83.4% | $4,170-93.8% | $2,671-90.4% |
| Participant deferral / active EE | $1,340 | $2,630-49.1% | $4,083-67.2% | $4,126-67.5% |
| Admin fee / account holder | $8,030 | $3,946+103.5% | $5,651+42.1% | $5,651+42.1% |