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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 | $167,501 | $58,275+187.4% | $81,844+104.7% | $80,935+107.0% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.4%-26.2pp | 67.7%-21.5pp |
| Annual return | 10.58% | 41.82%-31.2pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,494 | $3,285-24.1% | $4,323-42.3% | $4,299-42.0% |
| Admin fee / account holder | $4,889 | $4,749+3.0% | $7,355-33.5% | $6,924-29.4% |