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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 | $142,753 | $98,766+44.5% | $149,730-4.7% | $79,852+78.8% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 9.83% | 27.43%-17.6pp | 276.70%-266.9pp | 31.72%-21.9pp |
| Employer contribution / active EE | $541 | $3,217-83.2% | $4,645-88.4% | $2,471-78.1% |
| Participant deferral / active EE | $3,927 | $5,681-30.9% | $6,843-42.6% | $3,740+5.0% |
| Admin fee / account holder | $17,672 | $6,052+192.0% | $9,310+89.8% | $5,306+233.0% |