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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 | $230,482 | $106,749+115.9% | $145,433+58.5% | $82,448+179.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 11.69% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,448 | $6,519-31.8% | $7,897-43.7% | $4,139+7.5% |
| Admin fee / account holder | $1,359 | $8,390-83.8% | $13,129-89.7% | $7,234-81.2% |