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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 | $141,562 | $48,053+194.6% | $84,637+67.3% | $72,976+94.0% |
| Participation rate | 43.9% | 57.6%-13.6pp | 68.2%-24.3pp | 69.5%-25.5pp |
| Annual return | 14.07% | 37.39%-23.3pp | 258.82%-244.8pp | 81.02%-66.9pp |
| Employer contribution / active EE | $46 | $1,602-97.1% | $2,653-98.3% | $2,440-98.1% |
| Participant deferral / active EE | $2,953 | $2,681+10.1% | $3,900-24.3% | $3,608-18.2% |
| Admin fee / account holder | $13,045 | $3,395+284.2% | $4,914+165.5% | $5,124+154.6% |