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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 | $188,544 | $95,453+97.5% | $112,040+68.3% | $82,448+128.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 11.27% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,793 | $4,224+13.5% | $5,098-6.0% | $4,139+15.8% |
| Admin fee / account holder | $34,630 | $9,013+284.2% | $12,098+186.2% | $7,234+378.7% |