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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 | $152,398 | $87,733+73.7% | $106,551+43.0% | $85,856+77.5% |
| Participation rate | 60.0% | 71.9%-11.9pp | 76.1%-16.1pp | 69.3%-9.3pp |
| Annual return | 9.51% | 21.86%-12.3pp | 26.80%-17.3pp | 318.58%-309.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,506 | $3,469-27.8% | $4,398-43.0% | $3,952-36.6% |
| Admin fee / account holder | $3,481 | $6,767-48.6% | $7,408-53.0% | $6,261-44.4% |