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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 | $154,871 | $99,345+55.9% | $84,753+82.7% | $273,972-43.5% |
| Participation rate | 21.1% | 80.7%-59.6pp | 76.6%-55.5pp | 83.0%-62.0pp |
| Annual return | -0.31% | 22.93%-23.2pp | 22.78%-23.1pp | 41.46%-41.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,779 | $4,270-34.9% | $3,712-25.1% | $5,287-47.4% |
| Admin fee / account holder | $5,773 | $6,645-13.1% | $5,333+8.2% | $10,133-43.0% |