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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 | $203,150 | $103,393+96.5% | $87,103+133.2% | $152,909+32.9% |
| Participation rate | 40.9% | 79.4%-38.4pp | 76.9%-36.0pp | 82.5%-41.5pp |
| Annual return | 8.12% | 28.10%-20.0pp | 28.19%-20.1pp | 345.46%-337.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,024 | $4,778-57.6% | $4,049-50.0% | $5,851-65.4% |
| Admin fee / account holder | $15,754 | $12,195+29.2% | $7,491+110.3% | $11,601+35.8% |