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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 | $171,185 | $88,672+93.1% | $105,223+62.7% | $82,448+107.6% |
| Participation rate | 35.7% | 67.9%-32.2pp | 75.0%-39.3pp | 68.1%-32.4pp |
| Annual return | 4.06% | 30.86%-26.8pp | 180.65%-176.6pp | 41.64%-37.6pp |
| Employer contribution / active EE | $1 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,874 | $4,036-28.8% | $5,072-43.3% | $4,139-30.6% |
| Admin fee / account holder | $1,494 | $7,146-79.1% | $8,859-83.1% | $7,234-79.3% |