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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 | $171,084 | $57,330+198.4% | $86,656+97.4% | $75,177+127.6% |
| Participation rate | 44.4% | 63.2%-18.7pp | 71.7%-27.3pp | 67.2%-22.8pp |
| Annual return | 10.98% | 2675.40%-2664.4pp | 593.09%-582.1pp | 160.75%-149.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,090 | $3,320-67.2% | $4,439-75.4% | $4,126-73.6% |
| Admin fee / account holder | $1,824 | $4,115-55.7% | $5,619-67.5% | $5,651-67.7% |