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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 | $173,961 | $93,598+85.9% | $135,974+27.9% | $75,173+131.4% |
| Participation rate | 47.3% | 75.2%-27.9pp | 81.9%-34.6pp | 67.2%-19.9pp |
| Annual return | 10.76% | 30.89%-20.1pp | 68.30%-57.5pp | 160.72%-150.0pp |
| Employer contribution / active EE | $240 | $3,538-93.2% | $4,859-95.1% | $2,671-91.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,664 | $6,978+24.2% | $10,767-19.5% | $5,651+53.3% |