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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 | $167,802 | $55,889+200.2% | $76,119+120.4% | $80,935+107.3% |
| Participation rate | 19.2% | 62.1%-42.8pp | 69.1%-49.8pp | 67.7%-48.4pp |
| Annual return | 7.16% | 20.58%-13.4pp | 361.25%-354.1pp | 35.66%-28.5pp |
| Employer contribution / active EE | $294 | $1,866-84.2% | $2,693-89.1% | $2,757-89.3% |
| Participant deferral / active EE | $1,878 | $3,051-38.5% | $4,259-55.9% | $4,299-56.3% |
| Admin fee / account holder | $18,190 | $5,241+247.0% | $6,421+183.3% | $6,924+162.7% |