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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 | $150,583 | $77,814+93.5% | $158,223-4.8% | $86,983+73.1% |
| Participation rate | 38.7% | 68.4%-29.7pp | 79.2%-40.5pp | 69.5%-30.8pp |
| Annual return | 10.13% | 30.54%-20.4pp | 52.09%-42.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,417 | $3,270-26.1% | $5,467-55.8% | $4,194-42.4% |
| Admin fee / account holder | $58,118 | $5,879+888.5% | $16,047+262.2% | $7,856+639.8% |