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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 | $138,741 | $48,053+188.7% | $84,628+63.9% | $72,975+90.1% |
| Participation rate | 28.0% | 57.6%-29.6pp | 68.2%-40.2pp | 69.5%-41.5pp |
| Annual return | 13.55% | 37.39%-23.8pp | 258.80%-245.2pp | 81.01%-67.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,262 | $2,681-15.6% | $3,900-42.0% | $3,608-37.3% |
| Admin fee / account holder | $1,706 | $3,395-49.8% | $4,914-65.3% | $5,124-66.7% |