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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 | $156,852 | $73,532+113.3% | $178,540-12.1% | $74,459+110.7% |
| Participation rate | 39.0% | 66.6%-27.6pp | 77.1%-38.1pp | 67.2%-28.2pp |
| Annual return | 10.01% | 17.51%-7.5pp | 27.15%-17.1pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $416 | $2,221-81.3% | $3,953-89.5% | $2,626-84.2% |
| Participant deferral / active EE | $2,339 | $4,519-48.2% | $6,281-62.8% | $4,350-46.2% |
| Admin fee / account holder | $4,396 | $1,813+142.5% | $10,424-57.8% | $1,945+126.0% |