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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 | $186,749 | $94,031+98.6% | $115,768+61.3% | $82,448+126.5% |
| Participation rate | 37.9% | 70.4%-32.5pp | 74.4%-36.5pp | 68.1%-30.1pp |
| Annual return | 4.24% | 20.61%-16.4pp | 100.46%-96.2pp | 41.64%-37.4pp |
| Employer contribution / active EE | $290 | $2,323-87.5% | $2,940-90.2% | $2,551-88.7% |
| Participant deferral / active EE | $2,567 | $3,972-35.4% | $4,917-47.8% | $4,139-38.0% |
| Admin fee / account holder | $78,919 | $10,249+670.0% | $12,439+534.4% | $7,234+990.9% |