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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 | $235,656 | $58,627+302.0% | $76,735+207.1% | $82,448+185.8% |
| Participation rate | 56.1% | 63.2%-7.1pp | 69.5%-13.4pp | 68.1%-12.0pp |
| Annual return | 8.83% | 39.10%-30.3pp | 29.77%-20.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,697 | $3,134+177.5% | $4,088+112.7% | $4,139+110.1% |
| Admin fee / account holder | $4,064 | $5,323-23.6% | $7,189-43.5% | $7,234-43.8% |