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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 | $109,718 | $71,878+52.6% | $86,698+26.6% | $68,486+60.2% |
| Participation rate | 43.3% | 72.2%-29.0pp | 76.6%-33.3pp | 67.9%-24.6pp |
| Annual return | -19.60% | 3.53%-23.1pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $372 | $2,173-82.9% | $2,837-86.9% | $2,597-85.7% |
| Participant deferral / active EE | $2,231 | $3,779-41.0% | $4,656-52.1% | $4,028-44.6% |
| Admin fee / account holder | $2,531 | $6,113-58.6% | $7,493-66.2% | $5,404-53.2% |