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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 | $112,687 | $63,346+77.9% | $92,239+22.2% | $70,124+60.7% |
| Participation rate | 67.4% | 68.7%-1.3pp | 76.5%-9.1pp | 69.5%-2.2pp |
| Annual return | 11.12% | 530.19%-519.1pp | 176.29%-165.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $383 | $2,471-84.5% | $3,680-89.6% | $2,342-83.6% |
| Participant deferral / active EE | $1,904 | $2,854-33.3% | $3,897-51.1% | $3,332-42.9% |
| Admin fee / account holder | $31,872 | $3,841+729.8% | $5,194+513.6% | $4,645+586.1% |