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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 | $146,550 | $68,394+114.3% | $94,672+54.8% | $75,177+94.9% |
| Participation rate | 61.5% | 76.1%-14.5pp | 80.8%-19.3pp | 67.2%-5.7pp |
| Annual return | 13.19% | 616.92%-603.7pp | 156.89%-143.7pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,958 | $6,536-54.7% | $7,417-60.1% | $4,126-28.3% |
| Admin fee / account holder | $27,251 | $5,326+411.7% | $7,222+277.4% | $5,651+382.2% |