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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 | $153,772 | $63,809+141.0% | $81,353+89.0% | $80,935+90.0% |
| Participation rate | 19.0% | 63.9%-44.9pp | 69.5%-50.5pp | 67.7%-48.6pp |
| Annual return | 8.55% | 16.37%-7.8pp | 24.82%-16.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $415 | $1,981-79.1% | $2,464-83.2% | $2,757-84.9% |
| Participant deferral / active EE | $1,136 | $3,093-63.3% | $3,885-70.8% | $4,299-73.6% |
| Admin fee / account holder | $30,088 | $5,686+429.2% | $5,766+421.8% | $6,924+334.5% |