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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 | $158,130 | $41,377+282.2% | $109,313+44.7% | $62,881+151.5% |
| Participation rate | 10.0% | 57.5%-47.5pp | 71.3%-61.3pp | 69.3%-59.3pp |
| Annual return | 3.72% | 11.05%-7.3pp | 22.07%-18.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $826 | $2,045-59.6% | $3,166-73.9% | $3,203-74.2% |
| Admin fee / account holder | $2,341 | $2,884-18.8% | $5,666-58.7% | $4,296-45.5% |