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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 | $150,699 | $102,422+47.1% | $147,117+2.4% | $80,959+86.1% |
| Participation rate | 31.0% | 75.9%-44.8pp | 82.2%-51.1pp | 67.7%-36.6pp |
| Annual return | 8.66% | 135.16%-126.5pp | 420.54%-411.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,370 | $6,652-49.3% | $8,065-58.2% | $4,300-21.6% |
| Admin fee / account holder | $45,029 | $7,953+466.2% | $12,993+246.6% | $6,925+550.2% |