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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 | $227,490 | $72,273+214.8% | $101,275+124.6% | $79,856+184.9% |
| Participation rate | 53.3% | 68.5%-15.1pp | 75.8%-22.5pp | 69.6%-16.3pp |
| Annual return | 3.61% | 22.30%-18.7pp | 46.48%-42.9pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,212 | $3,282+28.4% | $4,371-3.6% | $3,741+12.6% |
| Admin fee / account holder | $27,458 | $4,401+523.9% | $5,948+361.6% | $5,306+417.4% |