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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 | $228,613 | $104,098+119.6% | $140,514+62.7% | $94,015+143.2% |
| Participation rate | 57.1% | 73.7%-16.6pp | 77.8%-20.7pp | 70.8%-13.7pp |
| Annual return | 3.46% | 15.14%-11.7pp | 14.36%-10.9pp | 17.84%-14.4pp |
| Employer contribution / active EE | $443 | $2,388-81.5% | $3,378-86.9% | $2,790-84.1% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,524 | $10,439-37.5% | $13,697-52.4% | $8,951-27.1% |