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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 | $146,384 | $87,733+66.9% | $106,554+37.4% | $85,851+70.5% |
| Participation rate | 60.4% | 71.9%-11.5pp | 76.1%-15.7pp | 69.3%-8.9pp |
| Annual return | 8.21% | 21.86%-13.6pp | 26.80%-18.6pp | 318.63%-310.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,765 | $3,469-20.3% | $4,398-37.1% | $3,952-30.0% |
| Admin fee / account holder | $20,326 | $6,767+200.4% | $7,408+174.4% | $6,261+224.6% |