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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 | $192,134 | $110,083+74.5% | $151,628+26.7% | $68,495+180.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -19.07% | -10.12%-8.9pp | 3.34%-22.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,039 | $4,470-76.8% | $6,165-83.2% | $2,596-60.0% |
| Participant deferral / active EE | $6,735 | $6,526+3.2% | $8,363-19.5% | $4,028+67.2% |
| Admin fee / account holder | $47,680 | $7,718+517.8% | $11,613+310.6% | $5,403+782.4% |