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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 | $118,870 | $73,009+62.8% | $90,756+31.0% | $68,495+73.5% |
| Participation rate | 52.3% | 70.8%-18.5pp | 75.7%-23.4pp | 67.9%-15.6pp |
| Annual return | -19.00% | -13.81%-5.2pp | -12.16%-6.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $287 | $2,193-86.9% | $2,922-90.2% | $2,596-88.9% |
| Participant deferral / active EE | $3,268 | $3,626-9.9% | $4,565-28.4% | $4,028-18.9% |
| Admin fee / account holder | $25,111 | $5,896+325.9% | $8,445+197.3% | $5,403+364.7% |