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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 | $162,330 | $65,246+148.8% | $98,716+64.4% | $67,986+138.8% |
| Participation rate | 19.3% | 51.4%-32.2pp | 69.3%-50.0pp | 57.2%-38.0pp |
| Annual return | 12.49% | 20.58%-8.1pp | 31.81%-19.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,338 | $2,594-48.4% | $4,048-66.9% | $3,358-60.2% |
| Admin fee / account holder | $15,352 | $4,561+236.6% | $8,703+76.4% | $3,203+379.3% |