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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 | $162,884 | $72,177+125.7% | $115,038+41.6% | $59,633+173.1% |
| Participation rate | 59.0% | 72.6%-13.6pp | 81.4%-22.4pp | 68.7%-9.7pp |
| Annual return | -3.06% | 12.02%-15.1pp | 26.14%-29.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,349 | $4,783+32.7% | $6,026+5.3% | $3,192+98.9% |
| Admin fee / account holder | $15,904 | $4,927+222.8% | $8,175+94.5% | $4,297+270.1% |