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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 | $202,778 | $70,917+185.9% | $98,920+105.0% | $73,497+175.9% |
| Participation rate | 23.0% | 73.8%-50.8pp | 76.0%-53.0pp | 70.7%-47.7pp |
| Annual return | 6.71% | 34.18%-27.5pp | 196.47%-189.8pp | 28.51%-21.8pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,381 | $3,501-32.0% | $4,245-43.9% | $3,740-36.3% |
| Admin fee / account holder | $4,361 | $535+715.3% | $6,643-34.3% | $513+750.0% |