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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 | $150,126 | $99,994+50.1% | $146,643+2.4% | $85,847+74.9% |
| Participation rate | 51.9% | 73.1%-21.2pp | 80.1%-28.2pp | 69.3%-17.5pp |
| Annual return | 4.62% | 18.93%-14.3pp | 22.75%-18.1pp | 318.61%-314.0pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,179 | $4,006+54.2% | $5,506+12.2% | $3,952+56.3% |
| Admin fee / account holder | $49,315 | $7,703+540.2% | $10,280+379.7% | $6,261+687.7% |