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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 | $167,628 | $72,027+132.7% | $185,835-9.8% | $79,852+109.9% |
| Participation rate | 55.7% | 65.8%-10.0pp | 78.0%-22.3pp | 69.6%-13.9pp |
| Annual return | -3.41% | 23.13%-26.5pp | 35.96%-39.4pp | 31.72%-35.1pp |
| Employer contribution / active EE | $330 | $1,965-83.2% | $4,087-91.9% | $2,471-86.7% |
| Participant deferral / active EE | $6,794 | $3,780+79.8% | $5,633+20.6% | $3,740+81.6% |
| Admin fee / account holder | $6,517 | $4,513+44.4% | $9,502-31.4% | $5,306+22.8% |