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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 | $121,372 | $29,319+314.0% | $52,425+131.5% | $82,448+47.2% |
| Participation rate | 49.0% | 46.9%+2.1pp | 55.6%-6.6pp | 68.1%-19.1pp |
| Annual return | 9.32% | 535.20%-525.9pp | 302.12%-292.8pp | 41.64%-32.3pp |
| Employer contribution / active EE | $16 | $586-97.2% | $914-98.2% | $2,551-99.4% |
| Participant deferral / active EE | $1,137 | $1,171-2.9% | $1,790-36.5% | $4,139-72.5% |
| Admin fee / account holder | $18,153 | $1,962+825.2% | $2,495+627.6% | $7,234+150.9% |