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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 | $177,939 | $93,345+90.6% | $119,126+49.4% | $87,485+103.4% |
| Participation rate | 64.3% | 68.7%-4.5pp | 75.8%-11.5pp | 68.9%-4.6pp |
| Annual return | 11.87% | 19.08%-7.2pp | 282.11%-270.2pp | 26.06%-14.2pp |
| Employer contribution / active EE | $365 | $3,172-88.5% | $4,034-90.9% | $2,596-85.9% |
| Participant deferral / active EE | $2,429 | $4,099-40.7% | $5,318-54.3% | $4,274-43.2% |
| Admin fee / account holder | $27,636 | $8,039+243.8% | $10,693+158.4% | $7,775+255.5% |