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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 | $243,171 | $97,648+149.0% | $121,663+99.9% | $87,485+178.0% |
| Participation rate | 35.5% | 70.5%-35.0pp | 74.5%-39.0pp | 68.9%-33.4pp |
| Annual return | 11.44% | 18.03%-6.6pp | 147.54%-136.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,317 | $3,923-15.4% | $4,887-32.1% | $4,274-22.4% |
| Admin fee / account holder | $57,109 | $11,100+414.5% | $14,289+299.7% | $7,775+634.5% |