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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 | $143,442 | $58,391+145.7% | $76,667+87.1% | $72,976+96.6% |
| Participation rate | 67.5% | 67.4%+0.1pp | 72.1%-4.6pp | 69.5%-2.0pp |
| Annual return | 15.20% | 2306.65%-2291.4pp | 1166.74%-1151.5pp | 81.02%-65.8pp |
| Employer contribution / active EE | $108 | $1,787-93.9% | $2,303-95.3% | $2,440-95.6% |
| Participant deferral / active EE | $2,108 | $2,690-21.7% | $3,336-36.8% | $3,608-41.6% |
| Admin fee / account holder | $24,239 | $4,014+503.8% | $6,423+277.3% | $5,124+373.0% |