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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 | $225,636 | $77,157+192.4% | $108,405+108.1% | $85,847+162.8% |
| Participation rate | 56.8% | 74.7%-17.9pp | 80.1%-23.4pp | 69.3%-12.6pp |
| Annual return | 10.76% | 44.55%-33.8pp | 905.55%-894.8pp | 318.61%-307.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,360 | $5,567+32.2% | $6,563+12.1% | $3,952+86.2% |
| Admin fee / account holder | $12,731 | $5,174+146.1% | $7,297+74.5% | $6,261+103.4% |