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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 | $190,754 | $110,137+73.2% | $161,149+18.4% | $82,637+130.8% |
| Participation rate | 24.0% | 72.4%-48.4pp | 78.8%-54.8pp | 68.1%-44.1pp |
| Annual return | 6.00% | 20.69%-14.7pp | 21.16%-15.2pp | 53.51%-47.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,102 | $4,575-32.2% | $6,153-49.6% | $4,126-24.8% |
| Admin fee / account holder | $60,362 | $9,467+537.6% | $15,194+297.3% | $7,339+722.5% |