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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 | $209,898 | $106,267+97.5% | $96,520+117.5% | $139,456+50.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 1.14% | 38.45%-37.3pp | 35.72%-34.6pp | 373.45%-372.3pp |
| Employer contribution / active EE | $520 | $4,105-87.3% | $3,739-86.1% | $4,753-89.1% |
| Participant deferral / active EE | $7,500 | $5,454+37.5% | $4,879+53.7% | $6,711+11.8% |
| Admin fee / account holder | $27,605 | $7,882+250.2% | $6,733+310.0% | $11,407+142.0% |