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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 | $141,005 | $63,703+121.3% | $93,063+51.5% | $82,448+71.0% |
| Participation rate | 69.2% | 63.8%+5.4pp | 72.1%-2.9pp | 68.1%+1.2pp |
| Annual return | 12.45% | -775.43%+787.9pp | 34.15%-21.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,404 | $2,919+50.9% | $3,958+11.3% | $4,139+6.4% |
| Admin fee / account holder | $1,062 | $5,982-82.3% | $6,033-82.4% | $7,234-85.3% |