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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 | $174,603 | $111,878+56.1% | $93,727+86.3% | $145,897+19.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.40% | 204.28%-197.9pp | 133.83%-127.4pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,625 | $4,920+55.0% | $4,417+72.6% | $6,689+14.0% |
| Admin fee / account holder | $22,486 | $10,256+119.2% | $8,292+171.2% | $13,390+67.9% |