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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 | $111,293 | $102,385+8.7% | $147,080-24.3% | $80,935+37.5% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 10.54% | 135.09%-124.5pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $181 | $3,717-95.1% | $4,933-96.3% | $2,757-93.4% |
| Participant deferral / active EE | $9,782 | $6,651+47.1% | $8,066+21.3% | $4,299+127.5% |
| Admin fee / account holder | $40,307 | $7,951+406.9% | $12,989+210.3% | $6,924+482.1% |