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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 | $183,465 | $83,485+119.8% | $125,195+46.5% | $72,976+151.4% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 12.86% | 25.77%-12.9pp | 43.79%-30.9pp | 81.02%-68.2pp |
| Employer contribution / active EE | $155 | $2,346-93.4% | $3,866-96.0% | $2,440-93.7% |
| Participant deferral / active EE | $7,113 | $3,586+98.4% | $4,937+44.1% | $3,608+97.2% |
| Admin fee / account holder | $20,875 | $5,518+278.3% | $9,704+115.1% | $5,124+307.4% |