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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 | $144,428 | $102,422+41.0% | $147,117-1.8% | $80,959+78.4% |
| Participation rate | 48.4% | 75.9%-27.5pp | 82.2%-33.8pp | 67.7%-19.3pp |
| Annual return | 10.89% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $420 | $3,717-88.7% | $4,932-91.5% | $2,757-84.8% |
| Participant deferral / active EE | $4,201 | $6,652-36.8% | $8,065-47.9% | $4,300-2.3% |
| Admin fee / account holder | $13,520 | $7,953+70.0% | $12,993+4.1% | $6,925+95.2% |