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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 | $139,355 | $80,812+72.4% | $160,784-13.3% | $82,448+69.0% |
| Participation rate | 66.7% | 66.2%+0.4pp | 77.0%-10.3pp | 68.1%-1.4pp |
| Annual return | 11.87% | 100.59%-88.7pp | 1803.92%-1792.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $199 | $2,174-90.9% | $3,733-94.7% | $2,551-92.2% |
| Participant deferral / active EE | $4,345 | $4,335+0.2% | $6,293-31.0% | $4,139+5.0% |
| Admin fee / account holder | $5,759 | $7,695-25.2% | $9,717-40.7% | $7,234-20.4% |