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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 | $151,889 | $89,367+70.0% | $141,191+7.6% | $72,975+108.1% |
| Participation rate | 57.4% | 75.1%-17.7pp | 82.5%-25.1pp | 69.5%-12.1pp |
| Annual return | 18.99% | 111.87%-92.9pp | 71.41%-52.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $3 | $3,115-99.9% | $4,736-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $5,749 | $5,419+6.1% | $6,710-14.3% | $3,608+59.4% |
| Admin fee / account holder | $2,091 | $5,957-64.9% | $10,264-79.6% | $5,124-59.2% |