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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 | $97,648+91.2% | $121,663+53.5% | $87,485+113.5% |
| Participation rate | 37.9% | 70.5%-32.5pp | 74.5%-36.6pp | 68.9%-31.0pp |
| Annual return | 4.24% | 18.03%-13.8pp | 147.54%-143.3pp | 26.06%-21.8pp |
| Employer contribution / active EE | $290 | $2,300-87.4% | $3,020-90.4% | $2,596-88.8% |
| Participant deferral / active EE | $2,567 | $3,923-34.6% | $4,887-47.5% | $4,274-39.9% |
| Admin fee / account holder | $78,919 | $11,100+611.0% | $14,289+452.3% | $7,775+915.1% |