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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 | $191,629 | $81,487+135.2% | $102,412+87.1% | $80,935+136.8% |
| Participation rate | 19.2% | 66.8%-47.6pp | 74.5%-55.3pp | 67.7%-48.4pp |
| Annual return | 9.58% | 25.60%-16.0pp | 24.94%-15.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $749 | $3,103-75.9% | $3,870-80.6% | $2,757-72.8% |
| Participant deferral / active EE | $2,349 | $3,871-39.3% | $5,060-53.6% | $4,299-45.4% |
| Admin fee / account holder | $22,306 | $6,717+232.1% | $8,388+165.9% | $6,924+222.1% |