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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 | $125,140 | $78,636+59.1% | $105,607+18.5% | $74,459+68.1% |
| Participation rate | 51.9% | 72.8%-20.8pp | 75.3%-23.4pp | 67.2%-15.3pp |
| Annual return | 10.93% | 15.96%-5.0pp | 116.11%-105.2pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $566 | $2,523-77.6% | $3,167-82.1% | $2,626-78.5% |
| Participant deferral / active EE | $3,297 | $4,322-23.7% | $5,011-34.2% | $4,350-24.2% |
| Admin fee / account holder | $10,912 | $2,220+391.5% | $10,958-0.4% | $1,945+461.1% |