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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 | $151,848 | $81,487+86.3% | $102,412+48.3% | $80,935+87.6% |
| Participation rate | 36.9% | 66.8%-29.9pp | 74.5%-37.6pp | 67.7%-30.8pp |
| Annual return | 9.84% | 25.60%-15.8pp | 24.94%-15.1pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,326 | $3,871-14.1% | $5,060-34.3% | $4,299-22.6% |
| Admin fee / account holder | $25,897 | $6,717+285.5% | $8,388+208.8% | $6,924+274.0% |