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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 | $192,398 | $110,410+74.3% | $102,437+87.8% | $145,897+31.9% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 3.58% | 24.85%-21.3pp | 24.95%-21.4pp | 552.29%-548.7pp |
| Employer contribution / active EE | $15 | $4,217-99.6% | $3,871-99.6% | $4,663-99.7% |
| Participant deferral / active EE | $5,878 | $5,622+4.6% | $5,060+16.2% | $6,689-12.1% |
| Admin fee / account holder | $6,953 | $9,745-28.7% | $8,388-17.1% | $13,390-48.1% |