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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 | $143,952 | $88,672+62.3% | $105,223+36.8% | $82,448+74.6% |
| Participation rate | 50.7% | 67.9%-17.2pp | 75.0%-24.3pp | 68.1%-17.3pp |
| Annual return | 10.58% | 30.86%-20.3pp | 180.65%-170.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $626 | $3,048-79.5% | $3,689-83.0% | $2,551-75.5% |
| Participant deferral / active EE | $3,358 | $4,036-16.8% | $5,072-33.8% | $4,139-18.9% |
| Admin fee / account holder | $26,878 | $7,146+276.1% | $8,859+203.4% | $7,234+271.5% |