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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 | $174,545 | $56,134+210.9% | $96,192+81.5% | $85,851+103.3% |
| Participation rate | 41.5% | 56.7%-15.2pp | 68.4%-26.9pp | 69.3%-27.8pp |
| Annual return | 5.93% | 42.30%-36.4pp | 192.09%-186.2pp | 318.63%-312.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,318 | $2,858-18.9% | $4,351-46.7% | $3,952-41.4% |
| Admin fee / account holder | $2,146 | $3,769-43.1% | $5,539-61.3% | $6,261-65.7% |