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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 | $188,356 | $107,421+75.3% | $182,262+3.3% | $94,015+100.3% |
| Participation rate | 47.1% | 77.8%-30.7pp | 84.2%-37.2pp | 70.8%-23.8pp |
| Annual return | 12.07% | 21.32%-9.3pp | 140.60%-128.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,908 | $6,558-9.9% | $8,276-28.6% | $4,249+39.0% |
| Admin fee / account holder | $56,177 | $8,692+546.3% | $16,712+236.2% | $8,951+527.6% |