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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 | $142,658 | $48,432+194.6% | $121,210+17.7% | $71,529+99.4% |
| Participation rate | 16.4% | 54.3%-37.9pp | 69.5%-53.1pp | 67.9%-51.5pp |
| Annual return | 12.64% | 23.28%-10.6pp | 987.41%-974.8pp | 28.97%-16.3pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,171-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,843 | $2,756-33.1% | $4,084-54.9% | $4,291-57.1% |
| Admin fee / account holder | $482 | $1,845-73.9% | $5,647-91.5% | $1,588-69.6% |