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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 | $183,110 | $94,436+93.9% | $115,599+58.4% | $82,637+121.6% |
| Participation rate | 57.8% | 70.4%-12.6pp | 74.3%-16.4pp | 68.1%-10.2pp |
| Annual return | 11.47% | 18.37%-6.9pp | 111.10%-99.6pp | 53.51%-42.0pp |
| Employer contribution / active EE | $348 | $2,324-85.0% | $2,955-88.2% | $2,552-86.4% |
| Participant deferral / active EE | $2,751 | $3,955-30.4% | $4,889-43.7% | $4,126-33.3% |
| Admin fee / account holder | $8,191 | $10,328-20.7% | $12,841-36.2% | $7,339+11.6% |