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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 | $144,868 | $88,672+63.4% | $105,223+37.7% | $82,448+75.7% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 9.39% | 30.86%-21.5pp | 180.65%-171.3pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,824 | $4,036-54.8% | $5,072-64.0% | $4,139-55.9% |
| Admin fee / account holder | $65,682 | $7,146+819.1% | $8,859+641.4% | $7,234+807.9% |