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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 | $225,735 | $105,200+114.6% | $159,474+41.5% | $85,847+163.0% |
| Participation rate | 37.2% | 75.8%-38.6pp | 82.8%-45.6pp | 69.3%-32.1pp |
| Annual return | 10.38% | 45.08%-34.7pp | 263.68%-253.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,149 | $5,946-47.0% | $7,353-57.2% | $3,952-20.3% |
| Admin fee / account holder | $13,377 | $6,934+92.9% | $10,802+23.8% | $6,261+113.7% |