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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 | $195,213 | $98,776+97.6% | $149,745+30.4% | $79,856+144.5% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.5%-38.4pp | 69.6%-25.6pp |
| Annual return | 10.20% | 27.38%-17.2pp | 276.72%-266.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,822 | $5,681-50.3% | $6,843-58.8% | $3,741-24.6% |
| Admin fee / account holder | $24,896 | $6,053+311.3% | $9,312+167.4% | $5,306+369.2% |