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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 | $215,069 | $154,159+39.5% | $130,026+65.4% | $139,456+54.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 8.15% | 32.50%-24.4pp | -137.26%+145.4pp | 373.45%-365.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,770 | $6,710+0.9% | $5,821+16.3% | $6,711+0.9% |
| Admin fee / account holder | $3,025 | $14,001-78.4% | $10,608-71.5% | $11,407-73.5% |