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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 | $94,317 | $50,947+85.1% | $74,549+26.5% | $64,173+47.0% |
| Participation rate | 24.7% | 61.1%-36.3pp | 69.1%-44.4pp | 69.6%-44.8pp |
| Annual return | -8.17% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $128 | $1,115-88.5% | $1,961-93.5% | $2,381-94.6% |
| Participant deferral / active EE | $1,672 | $2,302-27.4% | $3,108-46.2% | $3,470-51.8% |
| Admin fee / account holder | $3,311 | $4,221-21.5% | $5,059-34.5% | $4,887-32.2% |