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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 | $137,072 | $54,239+152.7% | $70,098+95.5% | $68,495+100.1% |
| Participation rate | 40.8% | 64.5%-23.7pp | 70.5%-29.7pp | 67.9%-27.1pp |
| Annual return | -19.49% | -13.87%-5.6pp | 190.76%-210.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $320 | $2,019-84.2% | $2,560-87.5% | $2,596-87.7% |
| Participant deferral / active EE | $1,786 | $2,957-39.6% | $3,849-53.6% | $4,028-55.7% |
| Admin fee / account holder | $2,413 | $4,691-48.6% | $6,266-61.5% | $5,403-55.3% |