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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 | $136,305 | $110,083+23.8% | $151,639-10.1% | $68,486+99.0% |
| Participation rate | 46.7% | 84.0%-37.3pp | 87.5%-40.8pp | 67.9%-21.2pp |
| Annual return | -22.77% | -10.12%-12.6pp | 3.34%-26.1pp | -7.85%-14.9pp |
| Employer contribution / active EE | $760 | $4,470-83.0% | $6,165-87.7% | $2,597-70.7% |
| Participant deferral / active EE | $5,949 | $6,526-8.8% | $8,363-28.9% | $4,028+47.7% |
| Admin fee / account holder | $1,681 | $7,718-78.2% | $11,613-85.5% | $5,404-68.9% |