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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 | $220,466 | $110,137+100.2% | $161,149+36.8% | $82,637+166.8% |
| Participation rate | 31.1% | 72.4%-41.2pp | 78.8%-47.7pp | 68.1%-36.9pp |
| Annual return | 12.18% | 20.69%-8.5pp | 21.16%-9.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,509 | $4,575-23.3% | $6,153-43.0% | $4,126-15.0% |
| Admin fee / account holder | $3,649 | $9,467-61.5% | $15,194-76.0% | $7,339-50.3% |