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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 | $149,213 | $72,273+106.5% | $101,275+47.3% | $79,856+86.9% |
| Participation rate | 25.5% | 68.5%-43.0pp | 75.8%-50.3pp | 69.6%-44.2pp |
| Annual return | 3.37% | 22.30%-18.9pp | 46.48%-43.1pp | 31.71%-28.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,548 | $3,282-22.4% | $4,371-41.7% | $3,741-31.9% |
| Admin fee / account holder | $52,773 | $4,401+1099.0% | $5,948+787.2% | $5,306+894.5% |