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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 | $193,118 | $60,349+220.0% | $74,184+160.3% | $62,881+207.1% |
| Participation rate | 19.6% | 72.7%-53.2pp | 76.6%-57.1pp | 69.3%-49.7pp |
| Annual return | 3.02% | 21.38%-18.4pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,185 | $2,856+11.5% | $3,550-10.3% | $3,203-0.6% |
| Admin fee / account holder | $44,639 | $4,261+947.7% | $5,586+699.2% | $4,296+939.2% |