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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 | $97,550+137.3% | $120,344+92.3% | $87,485+164.6% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.7%-15.4pp | 68.9%-7.6pp |
| Annual return | 8.10% | 18.41%-10.3pp | 20.30%-12.2pp | 26.06%-18.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,052 | $4,230-4.2% | $5,135-21.1% | $4,274-5.2% |
| Admin fee / account holder | $33,347 | $9,543+249.5% | $12,742+161.7% | $7,775+328.9% |