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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 | $156,830 | $52,279+200.0% | $89,435+75.4% | $79,856+96.4% |
| Participation rate | 40.0% | 57.5%-17.5pp | 68.0%-28.0pp | 69.6%-29.6pp |
| Annual return | 8.04% | 22.16%-14.1pp | 245.55%-237.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,424 | $2,740-11.5% | $3,890-37.7% | $3,741-35.2% |
| Admin fee / account holder | $6,608 | $3,356+96.9% | $4,884+35.3% | $5,306+24.5% |