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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 | $51,631+175.1% | $129,397+9.8% | $80,925+75.5% |
| Participation rate | 6.7% | 56.9%-50.3pp | 69.6%-63.0pp | 67.7%-61.0pp |
| Annual return | 6.20% | 20.77%-14.6pp | 9453.98%-9447.8pp | 35.65%-29.5pp |
| Employer contribution / active EE | $83 | $1,583-94.7% | $4,154-98.0% | $2,756-97.0% |
| Participant deferral / active EE | $1,178 | $2,670-55.9% | $4,167-71.7% | $4,299-72.6% |
| Admin fee / account holder | $1,913 | $4,309-55.6% | $7,679-75.1% | $6,940-72.4% |