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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 | $222,303 | $117,829+88.7% | $102,423+117.0% | $145,877+52.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.65% | 31.83%-24.2pp | 29.42%-21.8pp | 551.28%-543.6pp |
| Employer contribution / active EE | $322 | $3,615-91.1% | $3,023-89.4% | $4,663-93.1% |
| Participant deferral / active EE | $4,106 | $5,732-28.4% | $5,054-18.8% | $6,691-38.6% |
| Admin fee / account holder | $59,318 | $13,335+344.8% | $9,455+527.4% | $13,402+342.6% |