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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 | $186,276 | $99,971+86.3% | $161,596+15.3% | $94,015+98.1% |
| Participation rate | 55.8% | 78.7%-22.9pp | 80.7%-24.9pp | 70.8%-15.0pp |
| Annual return | 11.58% | 15.93%-4.4pp | 389.92%-378.3pp | 17.84%-6.3pp |
| Employer contribution / active EE | $954 | $3,559-73.2% | $3,977-76.0% | $2,790-65.8% |
| Participant deferral / active EE | $3,152 | $6,320-50.1% | $6,750-53.3% | $4,249-25.8% |
| Admin fee / account holder | $9,164 | $6,999+30.9% | $13,161-30.4% | $8,951+2.4% |