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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 | $173,647 | $68,868+152.1% | $183,328-5.3% | $67,986+155.4% |
| Participation rate | 20.3% | 57.0%-36.7pp | 77.3%-57.0pp | 57.2%-36.9pp |
| Annual return | 13.41% | 28.80%-15.4pp | 29.67%-16.3pp | 31.67%-18.3pp |
| Employer contribution / active EE | $263 | $2,917-91.0% | $5,055-94.8% | $2,019-87.0% |
| Participant deferral / active EE | $1,921 | $4,364-56.0% | $6,795-71.7% | $3,358-42.8% |
| Admin fee / account holder | $18,424 | $3,805+384.2% | $21,427-14.0% | $3,203+475.2% |