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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 | $146,086 | $70,366+107.6% | $66,674+119.1% | $138,895+5.2% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.7%-57.0pp | 79.9%-63.3pp |
| Annual return | 4.45% | 386.41%-382.0pp | 321.24%-316.8pp | 145.39%-140.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,314 | $4,374-24.2% | $4,084-18.9% | $6,396-48.2% |
| Admin fee / account holder | $606 | $5,262-88.5% | $5,098-88.1% | $12,562-95.2% |