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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 | $231,445 | $95,453+142.5% | $112,040+106.6% | $82,448+180.7% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 8.10% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,052 | $4,224-4.1% | $5,098-20.5% | $4,139-2.1% |
| Admin fee / account holder | $33,347 | $9,013+270.0% | $12,098+175.6% | $7,234+361.0% |