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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 | $173,308 | $118,877+45.8% | $96,570+79.5% | $167,536+3.4% |
| Participation rate | 61.5% | 75.5%-14.0pp | 69.8%-8.3pp | 82.1%-20.6pp |
| Annual return | 7.82% | 50.50%-42.7pp | 37.79%-30.0pp | 478.82%-471.0pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,412 | $4,617-47.8% | $3,849-37.4% | $6,342-62.0% |
| Admin fee / account holder | $12,751 | $8,069+58.0% | $6,182+106.2% | $12,315+3.5% |