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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 | $174,989 | $146,267+19.6% | $197,124-11.2% | $82,448+112.2% |
| Participation rate | 63.2% | 84.0%-20.9pp | 86.7%-23.6pp | 68.1%-4.9pp |
| Annual return | 11.81% | 29.61%-17.8pp | 44.34%-32.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,378 | $4,723-70.8% | $6,227-77.9% | $2,551-46.0% |
| Participant deferral / active EE | $4,500 | $7,035-36.0% | $9,135-50.7% | $4,139+8.7% |
| Admin fee / account holder | $47,555 | $14,422+229.7% | $16,298+191.8% | $7,234+557.4% |