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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 | $174,142 | $48,053+262.4% | $84,637+105.8% | $72,976+138.6% |
| Participation rate | 6.1% | 57.6%-51.5pp | 68.2%-62.2pp | 69.5%-63.4pp |
| Annual return | 1.68% | 37.39%-35.7pp | 258.82%-257.1pp | 81.02%-79.3pp |
| Employer contribution / active EE | $163 | $1,602-89.8% | $2,653-93.9% | $2,440-93.3% |
| Participant deferral / active EE | $1,335 | $2,681-50.2% | $3,900-65.8% | $3,608-63.0% |
| Admin fee / account holder | $5,602 | $3,395+65.0% | $4,914+14.0% | $5,124+9.3% |