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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 | $242,479 | $106,749+127.1% | $145,433+66.7% | $82,448+194.1% |
| Participation rate | 45.8% | 75.6%-29.8pp | 82.1%-36.3pp | 68.1%-22.2pp |
| Annual return | 12.54% | 27.59%-15.1pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,861 | $6,519-25.4% | $7,897-38.5% | $4,139+17.4% |
| Admin fee / account holder | $15,122 | $8,390+80.2% | $13,129+15.2% | $7,234+109.0% |