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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 | $150,863 | $88,707+70.1% | $74,184+103.4% | $273,972-44.9% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.6%-31.2pp | 83.0%-37.6pp |
| Annual return | 1.82% | 11.94%-10.1pp | 17.74%-15.9pp | 41.46%-39.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,616 | $4,212-37.9% | $3,550-26.3% | $5,287-50.5% |
| Admin fee / account holder | $41,447 | $8,717+375.5% | $5,586+642.0% | $10,133+309.0% |