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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 | $167,431 | $70,418+137.8% | $96,570+73.4% | $85,847+95.0% |
| Participation rate | 62.1% | 61.8%+0.3pp | 69.8%-7.8pp | 69.3%-7.3pp |
| Annual return | 10.89% | 18.59%-7.7pp | 37.79%-26.9pp | 318.61%-307.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,257 | $2,894+116.2% | $3,849+62.5% | $3,952+58.3% |
| Admin fee / account holder | $1,602 | $4,995-67.9% | $6,182-74.1% | $6,261-74.4% |