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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 | $147,842 | $91,537+61.5% | $130,045+13.7% | $75,173+96.7% |
| Participation rate | 39.7% | 71.5%-31.8pp | 78.5%-38.8pp | 67.2%-27.5pp |
| Annual return | 12.65% | -631.55%+644.2pp | -137.30%+150.0pp | 160.72%-148.1pp |
| Employer contribution / active EE | $457 | $2,845-83.9% | $4,321-89.4% | $2,671-82.9% |
| Participant deferral / active EE | $2,310 | $4,343-46.8% | $5,820-60.3% | $4,126-44.0% |
| Admin fee / account holder | $32,245 | $6,780+375.6% | $10,600+204.2% | $5,651+470.7% |