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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 | $56,063+199.3% | $76,051+120.6% | $80,911+107.4% |
| Participation rate | 19.2% | 62.0%-42.8pp | 69.1%-49.8pp | 67.6%-48.4pp |
| Annual return | 7.16% | 20.54%-13.4pp | 360.42%-353.3pp | 35.63%-28.5pp |
| Employer contribution / active EE | $294 | $1,874-84.3% | $2,690-89.1% | $2,756-89.3% |
| Participant deferral / active EE | $1,878 | $3,052-38.5% | $4,257-55.9% | $4,297-56.3% |
| Admin fee / account holder | $18,190 | $5,240+247.1% | $6,416+183.5% | $6,935+162.3% |