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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 | $187,117 | $58,275+221.1% | $81,844+128.6% | $80,935+131.2% |
| Participation rate | 27.9% | 63.5%-35.6pp | 72.4%-44.5pp | 67.7%-39.8pp |
| Annual return | 9.28% | 41.82%-32.5pp | 778.87%-769.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,207 | $3,285+28.1% | $4,323-2.7% | $4,299-2.2% |
| Admin fee / account holder | $6,105 | $4,749+28.6% | $7,355-17.0% | $6,924-11.8% |