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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 | $110,438 | $100,060+10.4% | $149,721-26.2% | $70,126+57.5% |
| Participation rate | 64.2% | 83.6%-19.4pp | 87.1%-22.9pp | 69.5%-5.4pp |
| Annual return | 11.98% | 27.46%-15.5pp | 1501.67%-1489.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $490 | $3,661-86.6% | $5,444-91.0% | $2,343-79.1% |
| Participant deferral / active EE | $3,546 | $4,982-28.8% | $6,568-46.0% | $3,332+6.4% |
| Admin fee / account holder | $664 | $8,285-92.0% | $11,282-94.1% | $4,645-85.7% |