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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 | $90,563 | $56,918+59.1% | $182,540-50.4% | $65,185+38.9% |
| Participation rate | 47.4% | 66.5%-19.1pp | 78.0%-30.6pp | 70.2%-22.8pp |
| Annual return | 19.62% | 27.67%-8.1pp | 148.58%-129.0pp | 29.38%-9.8pp |
| Employer contribution / active EE | $354 | $1,615-78.1% | $4,076-91.3% | $2,177-83.7% |
| Participant deferral / active EE | $3,203 | $3,526-9.2% | $5,525-42.0% | $3,514-8.8% |
| Admin fee / account holder | $3,631 | $531+583.5% | $8,593-57.8% | $847+328.5% |