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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 | $231,118 | $81,331+184.2% | $155,534+48.6% | $80,935+185.6% |
| Participation rate | 67.7% | 66.3%+1.5pp | 78.2%-10.5pp | 67.7%+0.1pp |
| Annual return | 6.79% | 33.37%-26.6pp | 64.92%-58.1pp | 35.66%-28.9pp |
| Employer contribution / active EE | $53 | $3,105-98.3% | $4,675-98.9% | $2,757-98.1% |
| Participant deferral / active EE | $19,101 | $3,454+453.0% | $5,630+239.3% | $4,299+344.3% |
| Admin fee / account holder | $18,841 | $7,999+135.5% | $15,900+18.5% | $6,924+172.1% |