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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 | $88,672+100.7% | $105,223+69.1% | $82,448+115.8% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.8pp | 68.1%-3.8pp |
| Annual return | 11.87% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $365 | $3,048-88.0% | $3,689-90.1% | $2,551-85.7% |
| Participant deferral / active EE | $2,429 | $4,036-39.8% | $5,072-52.1% | $4,139-41.3% |
| Admin fee / account holder | $27,636 | $7,146+286.7% | $8,859+212.0% | $7,234+282.0% |