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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 | $177,283 | $89,259+98.6% | $107,187+65.4% | $82,637+114.5% |
| Participation rate | 56.0% | 67.9%-11.9pp | 75.0%-19.0pp | 68.1%-12.1pp |
| Annual return | 11.75% | 21.02%-9.3pp | 204.55%-192.8pp | 53.51%-41.8pp |
| Employer contribution / active EE | $505 | $3,080-83.6% | $3,782-86.7% | $2,552-80.2% |
| Participant deferral / active EE | $5,407 | $4,037+33.9% | $5,096+6.1% | $4,126+31.0% |
| Admin fee / account holder | $40,218 | $7,381+444.9% | $9,162+339.0% | $7,339+448.0% |