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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 | $222,064 | $73,787+201.0% | $98,716+125.0% | $82,448+169.3% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 12.24% | 18.57%-6.3pp | 31.81%-19.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,582 | $3,081-48.7% | $4,048-60.9% | $4,139-61.8% |
| Admin fee / account holder | $38,183 | $6,500+487.4% | $8,703+338.7% | $7,234+427.8% |