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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 | $111,787+56.2% | $93,681+86.4% | $145,978+19.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.40% | 203.52%-197.1pp | 133.47%-127.1pp | 550.52%-544.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,625 | $4,918+55.1% | $4,415+72.7% | $6,690+14.0% |
| Admin fee / account holder | $22,486 | $10,256+119.2% | $8,290+171.2% | $13,400+67.8% |