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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 | $102,393+47.2% | $147,041+2.5% | $80,911+86.3% |
| Participation rate | 31.0% | 75.9%-44.8pp | 82.2%-51.1pp | 67.6%-36.6pp |
| Annual return | 8.66% | 134.95%-126.3pp | 419.21%-410.6pp | 35.63%-27.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,370 | $6,647-49.3% | $8,071-58.2% | $4,297-21.6% |
| Admin fee / account holder | $45,029 | $7,943+466.9% | $13,006+246.2% | $6,935+549.3% |