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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 | $181,500 | $65,367+177.7% | $92,915+95.3% | $72,976+148.7% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 12.41% | 42.11%-29.7pp | 109.45%-97.0pp | 81.02%-68.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,036 | $3,128-2.9% | $4,238-28.4% | $3,608-15.8% |
| Admin fee / account holder | $1,738 | $4,251-59.1% | $5,796-70.0% | $5,124-66.1% |