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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 | $138,346 | $81,504+69.7% | $102,437+35.1% | $80,959+70.9% |
| Participation rate | 47.6% | 66.9%-19.2pp | 74.5%-26.9pp | 67.7%-20.0pp |
| Annual return | -12.82% | 25.60%-38.4pp | 24.95%-37.8pp | 35.67%-48.5pp |
| Employer contribution / active EE | $715 | $3,104-77.0% | $3,871-81.5% | $2,757-74.1% |
| Participant deferral / active EE | $2,353 | $3,871-39.2% | $5,060-53.5% | $4,300-45.3% |
| Admin fee / account holder | $1,775 | $6,719-73.6% | $8,388-78.8% | $6,925-74.4% |