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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 | $146,985 | $65,395+124.8% | $182,558-19.5% | $72,976+101.4% |
| Participation rate | 60.9% | 65.4%-4.6pp | 78.0%-17.1pp | 69.5%-8.6pp |
| Annual return | 16.25% | 27.68%-11.4pp | 148.59%-132.3pp | 81.02%-64.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,843 | $3,563+35.9% | $5,526-12.4% | $3,608+34.2% |
| Admin fee / account holder | $39,288 | $4,245+825.6% | $8,594+357.2% | $5,124+666.7% |