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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 | $116,218 | $71,878+61.7% | $86,698+34.0% | $68,486+69.7% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -20.53% | 3.53%-24.1pp | 35.95%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $364 | $2,173-83.3% | $2,837-87.2% | $2,597-86.0% |
| Participant deferral / active EE | $3,124 | $3,779-17.3% | $4,656-32.9% | $4,028-22.4% |
| Admin fee / account holder | $8,166 | $6,113+33.6% | $7,493+9.0% | $5,404+51.1% |