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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 | $144,875 | $103,393+40.1% | $87,103+66.3% | $152,909-5.3% |
| Participation rate | 38.1% | 79.4%-41.3pp | 76.9%-38.8pp | 82.5%-44.4pp |
| Annual return | 5.55% | 28.10%-22.6pp | 28.19%-22.6pp | 345.46%-339.9pp |
| Employer contribution / active EE | $469 | $3,221-85.4% | $2,521-81.4% | $4,764-90.2% |
| Participant deferral / active EE | $2,344 | $4,778-50.9% | $4,049-42.1% | $5,851-59.9% |
| Admin fee / account holder | $9,190 | $12,195-24.6% | $7,491+22.7% | $11,601-20.8% |