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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 | $141,317 | $106,749+32.4% | $145,433-2.8% | $82,448+71.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 11.34% | 27.59%-16.2pp | 66.58%-55.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $108 | $3,444-96.9% | $4,554-97.6% | $2,551-95.8% |
| Participant deferral / active EE | $10,749 | $6,519+64.9% | $7,897+36.1% | $4,139+159.7% |
| Admin fee / account holder | $52,908 | $8,390+530.6% | $13,129+303.0% | $7,234+631.3% |