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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 | $152,331 | $123,793+23.1% | $177,840-14.3% | $79,852+90.8% |
| Participation rate | 34.2% | 84.7%-50.4pp | 87.7%-53.5pp | 69.6%-35.4pp |
| Annual return | 4.02% | 22.82%-18.8pp | 48.32%-44.3pp | 31.72%-27.7pp |
| Employer contribution / active EE | $541 | $4,095-86.8% | $5,919-90.9% | $2,471-78.1% |
| Participant deferral / active EE | $3,917 | $5,956-34.2% | $7,714-49.2% | $3,740+4.7% |
| Admin fee / account holder | $13,985 | $7,243+93.1% | $12,431+12.5% | $5,306+163.5% |