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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 | $159,764 | $90,614+76.3% | $76,089+110.0% | $145,877+9.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 7.48% | 623.80%-616.3pp | 360.94%-353.5pp | 551.28%-543.8pp |
| Employer contribution / active EE | $325 | $3,324-90.2% | $2,690-87.9% | $4,663-93.0% |
| Participant deferral / active EE | $1,595 | $5,168-69.1% | $4,259-62.6% | $6,691-76.2% |
| Admin fee / account holder | $167,516 | $8,376+1899.9% | $6,418+2510.2% | $13,402+1149.9% |