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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 | $150,772 | $125,190+20.4% | $105,624+42.7% | $145,897+3.3% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 5.86% | 225.22%-219.4pp | 116.20%-110.3pp | 552.29%-546.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,161 | $5,716-27.2% | $5,013-17.0% | $6,689-37.8% |
| Admin fee / account holder | $30,349 | $17,138+77.1% | $10,961+176.9% | $13,390+126.6% |