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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 | $150,083 | $76,551+96.1% | $123,894+21.1% | $62,881+138.7% |
| Participation rate | 67.5% | 73.0%-5.5pp | 81.4%-13.9pp | 69.3%-1.8pp |
| Annual return | 5.78% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,368 | $4,840+10.9% | $5,984-10.3% | $3,203+67.6% |
| Admin fee / account holder | $38,608 | $4,826+700.0% | $8,357+362.0% | $4,296+798.7% |