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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 | $97,648+86.5% | $121,663+49.7% | $87,485+108.2% |
| Participation rate | 31.1% | 70.5%-39.4pp | 74.5%-43.4pp | 68.9%-37.8pp |
| Annual return | 8.93% | 18.03%-9.1pp | 147.54%-138.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,819 | $3,923-53.6% | $4,887-62.8% | $4,274-57.4% |
| Admin fee / account holder | $45,985 | $11,100+314.3% | $14,289+221.8% | $7,775+491.5% |