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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 | $226,289 | $105,284+114.9% | $150,734+50.1% | $94,015+140.7% |
| Participation rate | 28.9% | 71.7%-42.8pp | 78.4%-49.6pp | 70.8%-41.9pp |
| Annual return | 4.35% | 15.67%-11.3pp | 600.81%-596.5pp | 17.84%-13.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,048 | $4,274+18.1% | $5,610-10.0% | $4,249+18.8% |
| Admin fee / account holder | $3,335 | $9,839-66.1% | $14,905-77.6% | $8,951-62.7% |