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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 | $161,138 | $201,370-20.0% | $184,256-12.5% | $145,897+10.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.56% | 29.05%-20.5pp | 28.85%-20.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $257 | $7,024-96.3% | $6,427-96.0% | $4,663-94.5% |
| Participant deferral / active EE | $5,851 | $9,808-40.3% | $9,133-35.9% | $6,689-12.5% |
| Admin fee / account holder | $250,166 | $16,364+1428.7% | $13,899+1699.8% | $13,390+1768.2% |