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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 | $106,864+76.3% | $147,318+27.9% | $82,637+127.9% |
| Participation rate | 47.1% | 75.5%-28.4pp | 82.1%-35.0pp | 68.1%-21.0pp |
| Annual return | 12.07% | 27.49%-15.4pp | 70.43%-58.4pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,908 | $6,496-9.0% | $7,906-25.3% | $4,126+43.2% |
| Admin fee / account holder | $56,177 | $8,415+567.6% | $13,708+309.8% | $7,339+665.5% |