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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 | $225,406 | $73,787+205.5% | $98,716+128.3% | $82,448+173.4% |
| Participation rate | 38.0% | 61.4%-23.4pp | 69.3%-31.3pp | 68.1%-30.0pp |
| Annual return | 12.43% | 18.57%-6.1pp | 31.81%-19.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,907 | $3,081+26.8% | $4,048-3.5% | $4,139-5.6% |
| Admin fee / account holder | $19,673 | $6,500+202.7% | $8,703+126.1% | $7,234+171.9% |