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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 | $156,097 | $63,346+146.4% | $92,240+69.2% | $70,126+122.6% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 11.56% | 530.19%-518.6pp | 176.29%-164.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,334 | $2,854+16.8% | $3,897-14.4% | $3,332+0.1% |
| Admin fee / account holder | $1,012 | $3,841-73.6% | $5,194-80.5% | $4,645-78.2% |