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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 | $152,863 | $71,878+112.7% | $86,698+76.3% | $68,486+123.2% |
| Participation rate | 58.1% | 72.2%-14.2pp | 76.6%-18.5pp | 67.9%-9.8pp |
| Annual return | -20.38% | 3.53%-23.9pp | 35.95%-56.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,810 | $3,779+133.1% | $4,656+89.2% | $4,028+118.7% |
| Admin fee / account holder | $15,442 | $6,113+152.6% | $7,493+106.1% | $5,404+185.8% |