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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 | $209,422 | $88,778+135.9% | $81,844+155.9% | $145,884+43.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 9.11% | 1033.03%-1023.9pp | 778.87%-769.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,200 | $4,648+162.5% | $4,323+182.2% | $6,690+82.4% |
| Admin fee / account holder | $1,430 | $8,430-83.0% | $7,355-80.6% | $13,392-89.3% |