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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 | $224,900 | $110,337+103.8% | $102,383+119.7% | $145,877+54.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 1.97% | 24.83%-22.9pp | 24.94%-23.0pp | 551.28%-549.3pp |
| Employer contribution / active EE | $520 | $4,216-87.7% | $3,870-86.6% | $4,663-88.8% |
| Participant deferral / active EE | $7,625 | $5,621+35.7% | $5,060+50.7% | $6,691+14.0% |
| Admin fee / account holder | $2,739 | $9,750-71.9% | $8,391-67.4% | $13,402-79.6% |