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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 | $200,581 | $63,354+216.6% | $94,105+113.1% | $82,637+142.7% |
| Participation rate | 21.1% | 63.8%-42.8pp | 71.9%-50.9pp | 68.1%-47.0pp |
| Annual return | 11.18% | 34.36%-23.2pp | 204.55%-193.4pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,336 | $2,873-18.7% | $3,881-39.8% | $4,126-43.4% |
| Admin fee / account holder | $507 | $5,073-90.0% | $6,199-91.8% | $7,339-93.1% |