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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 | $188,814 | $106,524+77.2% | $152,301+24.0% | $87,485+115.8% |
| Participation rate | 45.8% | 75.8%-29.9pp | 82.4%-36.6pp | 68.9%-23.1pp |
| Annual return | 13.85% | 26.89%-13.0pp | 80.50%-66.6pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,025 | $6,525-38.3% | $8,004-49.7% | $4,274-5.8% |
| Admin fee / account holder | $13,114 | $8,287+58.3% | $14,398-8.9% | $7,775+68.7% |