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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 | $149,000 | $111,535+33.6% | $105,223+41.6% | $137,256+8.6% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 9.34% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $706 | $3,939-82.1% | $3,689-80.9% | $4,156-83.0% |
| Participant deferral / active EE | $1,857 | $5,500-66.2% | $5,072-63.4% | $6,407-71.0% |
| Admin fee / account holder | $120,916 | $9,721+1143.8% | $8,859+1264.9% | $12,270+885.4% |