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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 | $247,329 | $49,024+404.5% | $112,860+119.1% | $87,485+182.7% |
| Participation rate | 68.0% | 62.2%+5.8pp | 66.3%+1.7pp | 68.9%-0.9pp |
| Annual return | 11.69% | 43.86%-32.2pp | 35.26%-23.6pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,750 | $2,209+115.1% | $3,493+36.0% | $4,274+11.2% |
| Admin fee / account holder | $43,309 | $6,266+591.2% | $6,841+533.0% | $7,775+457.0% |