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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 | $124,415 | $63,924+94.6% | $108,582+14.6% | $55,167+125.5% |
| Participation rate | 14.7% | 74.3%-59.7pp | 79.6%-64.9pp | 69.0%-54.3pp |
| Annual return | 4.68% | 15.31%-10.6pp | -51.70%+56.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $251 | $1,879-86.7% | $3,758-93.3% | $1,963-87.2% |
| Participant deferral / active EE | $1,746 | $3,067-43.1% | $4,311-59.5% | $3,054-42.8% |
| Admin fee / account holder | $1,676 | $618+171.3% | $7,645-78.1% | $504+232.5% |