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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 | $138,357 | $58,275+137.4% | $81,844+69.1% | $80,935+70.9% |
| Participation rate | 37.9% | 63.5%-25.5pp | 72.4%-34.5pp | 67.7%-29.7pp |
| Annual return | 10.13% | 41.82%-31.7pp | 778.87%-768.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,132 | $3,285-35.1% | $4,323-50.7% | $4,299-50.4% |
| Admin fee / account holder | $12,402 | $4,749+161.2% | $7,355+68.6% | $6,924+79.1% |