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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 | $149,553 | $95,453+56.7% | $112,040+33.5% | $82,448+81.4% |
| Participation rate | 25.9% | 72.8%-46.8pp | 76.5%-50.6pp | 68.1%-42.1pp |
| Annual return | 11.71% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $561 | $2,318-75.8% | $2,954-81.0% | $2,551-78.0% |
| Participant deferral / active EE | $3,078 | $4,224-27.1% | $5,098-39.6% | $4,139-25.6% |
| Admin fee / account holder | $36,697 | $9,013+307.1% | $12,098+203.3% | $7,234+407.3% |