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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 | $146,053 | $63,861+128.7% | $104,639+39.6% | $79,856+82.9% |
| Participation rate | 22.6% | 64.9%-42.3pp | 74.1%-51.5pp | 69.6%-47.0pp |
| Annual return | 2.72% | 21.30%-18.6pp | 340.67%-338.0pp | 31.71%-29.0pp |
| Employer contribution / active EE | $125 | $1,588-92.1% | $2,682-95.3% | $2,471-94.9% |
| Participant deferral / active EE | $1,198 | $2,693-55.5% | $3,738-68.0% | $3,741-68.0% |
| Admin fee / account holder | $33,318 | $4,185+696.1% | $6,465+415.3% | $5,306+527.9% |