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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 | $180,089 | $146,267+23.1% | $197,124-8.6% | $82,448+118.4% |
| Participation rate | 69.1% | 84.0%-14.9pp | 86.7%-17.6pp | 68.1%+1.0pp |
| Annual return | 12.53% | 29.61%-17.1pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $410 | $4,723-91.3% | $6,227-93.4% | $2,551-83.9% |
| Participant deferral / active EE | $5,524 | $7,035-21.5% | $9,135-39.5% | $4,139+33.4% |
| Admin fee / account holder | $30,281 | $14,422+110.0% | $16,298+85.8% | $7,234+318.6% |