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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 | $182,105 | $94,031+93.7% | $115,768+57.3% | $82,448+120.9% |
| Participation rate | 31.1% | 70.4%-39.3pp | 74.4%-43.3pp | 68.1%-37.0pp |
| Annual return | 8.93% | 20.61%-11.7pp | 100.46%-91.5pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,819 | $3,972-54.2% | $4,917-63.0% | $4,139-56.1% |
| Admin fee / account holder | $45,985 | $10,249+348.7% | $12,439+269.7% | $7,234+535.7% |