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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 | $142,026 | $51,638+175.0% | $129,406+9.8% | $80,959+75.4% |
| Participation rate | 6.7% | 56.9%-50.3pp | 69.6%-63.0pp | 67.7%-61.0pp |
| Annual return | 6.20% | 20.78%-14.6pp | 9468.18%-9462.0pp | 35.67%-29.5pp |
| Employer contribution / active EE | $83 | $1,584-94.7% | $4,155-98.0% | $2,757-97.0% |
| Participant deferral / active EE | $1,178 | $2,670-55.9% | $4,167-71.7% | $4,300-72.6% |
| Admin fee / account holder | $1,913 | $4,313-55.6% | $7,689-75.1% | $6,925-72.4% |