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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 | $237,286 | $97,550+143.2% | $120,344+97.2% | $87,485+171.2% |
| Participation rate | 58.1% | 72.8%-14.8pp | 76.7%-18.6pp | 68.9%-10.9pp |
| Annual return | 10.35% | 18.41%-8.1pp | 20.30%-9.9pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,387 | $4,230+74.7% | $5,135+43.9% | $4,274+72.9% |
| Admin fee / account holder | $35,647 | $9,543+273.6% | $12,742+179.8% | $7,775+358.5% |