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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 | $117,904+88.5% | $102,457+117.0% | $145,978+52.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.65% | 31.80%-24.1pp | 29.41%-21.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $322 | $3,613-91.1% | $3,022-89.4% | $4,662-93.1% |
| Participant deferral / active EE | $4,106 | $5,733-28.4% | $5,054-18.8% | $6,690-38.6% |
| Admin fee / account holder | $59,318 | $13,329+345.0% | $9,451+527.6% | $13,400+342.7% |