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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 | $166,383 | $80,812+105.9% | $160,784+3.5% | $82,448+101.8% |
| Participation rate | 51.1% | 66.2%-15.2pp | 77.0%-25.9pp | 68.1%-17.0pp |
| Annual return | 12.19% | 100.59%-88.4pp | 1803.92%-1791.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,177 | $4,335+65.5% | $6,293+14.0% | $4,139+73.4% |
| Admin fee / account holder | $5,972 | $7,695-22.4% | $9,717-38.5% | $7,234-17.5% |