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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 | $137,484 | $93,617+46.9% | $135,982+1.1% | $75,177+82.9% |
| Participation rate | 58.8% | 75.2%-16.4pp | 81.9%-23.1pp | 67.2%-8.4pp |
| Annual return | -5.64% | 30.89%-36.5pp | 68.32%-74.0pp | 160.75%-166.4pp |
| Employer contribution / active EE | $722 | $3,538-79.6% | $4,859-85.1% | $2,671-73.0% |
| Participant deferral / active EE | $5,084 | $6,406-20.6% | $7,760-34.5% | $4,126+23.2% |
| Admin fee / account holder | $27,667 | $6,980+296.4% | $10,767+157.0% | $5,651+389.6% |