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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 | $179,249 | $98,776+81.5% | $149,745+19.7% | $79,856+124.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 10.98% | 27.38%-16.4pp | 276.72%-265.7pp | 31.71%-20.7pp |
| Employer contribution / active EE | $585 | $3,217-81.8% | $4,646-87.4% | $2,471-76.3% |
| Participant deferral / active EE | $6,380 | $5,681+12.3% | $6,843-6.8% | $3,741+70.6% |
| Admin fee / account holder | $36,771 | $6,053+507.5% | $9,312+294.9% | $5,306+592.9% |