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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 | $164,700 | $67,602+143.6% | $82,312+100.1% | $70,126+134.9% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.9%-40.9pp | 69.5%-33.5pp |
| Annual return | 11.73% | 21.57%-9.8pp | 25.88%-14.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,938 | $2,987-35.1% | $3,706-47.7% | $3,332-41.8% |
| Admin fee / account holder | $32,997 | $4,512+631.4% | $5,608+488.4% | $4,645+610.3% |