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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 | $144,612 | $65,034+122.4% | $90,970+59.0% | $79,856+81.1% |
| Participation rate | 57.3% | 61.6%-4.3pp | 69.0%-11.7pp | 69.6%-12.3pp |
| Annual return | 9.31% | 30.45%-21.1pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,108 | $2,512+23.7% | $3,373-7.8% | $3,741-16.9% |
| Admin fee / account holder | $12,997 | $4,536+186.5% | $5,961+118.0% | $5,306+144.9% |