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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 | $144,999 | $58,627+147.3% | $76,735+89.0% | $82,448+75.9% |
| Participation rate | 49.0% | 63.2%-14.2pp | 69.5%-20.5pp | 68.1%-19.1pp |
| Annual return | 12.44% | 39.10%-26.7pp | 29.77%-17.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,608 | $3,134+15.2% | $4,088-11.7% | $4,139-12.8% |
| Admin fee / account holder | $18,332 | $5,323+244.4% | $7,189+155.0% | $7,234+153.4% |