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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 | $75,807+164.6% | $116,096+72.8% | $86,983+130.6% |
| Participation rate | 21.1% | 66.9%-45.8pp | 73.3%-52.3pp | 69.5%-48.5pp |
| Annual return | 11.18% | 18.57%-7.4pp | 326.25%-315.1pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,336 | $3,212-27.3% | $3,952-40.9% | $4,194-44.3% |
| Admin fee / account holder | $507 | $6,659-92.4% | $7,704-93.4% | $7,856-93.5% |