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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 | $90,691+76.2% | $76,119+109.9% | $145,884+9.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 7.48% | 624.52%-617.0pp | 361.25%-353.8pp | 551.85%-544.4pp |
| Employer contribution / active EE | $325 | $3,329-90.2% | $2,693-87.9% | $4,662-93.0% |
| Participant deferral / active EE | $1,595 | $5,167-69.1% | $4,259-62.6% | $6,690-76.2% |
| Admin fee / account holder | $167,516 | $8,383+1898.3% | $6,421+2508.8% | $13,392+1150.9% |