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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 | $195,691 | $56,110+248.8% | $94,993+106.0% | $70,124+179.1% |
| Participation rate | 26.2% | 65.0%-38.8pp | 73.9%-47.7pp | 69.5%-43.4pp |
| Annual return | 12.13% | 51.02%-38.9pp | 27.14%-15.0pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,238 | $2,391-6.4% | $3,317-32.5% | $3,332-32.8% |
| Admin fee / account holder | $11,966 | $3,456+246.2% | $4,960+141.2% | $4,645+157.6% |