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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 | $157,176 | $102,422+53.5% | $147,117+6.8% | $80,959+94.1% |
| Participation rate | 43.6% | 75.9%-32.3pp | 82.2%-38.6pp | 67.7%-24.1pp |
| Annual return | 9.97% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,780 | $6,652-28.1% | $8,065-40.7% | $4,300+11.2% |
| Admin fee / account holder | $6,138 | $7,953-22.8% | $12,993-52.8% | $6,925-11.4% |