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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 | $151,400 | $81,504+85.8% | $102,437+47.8% | $80,959+87.0% |
| Participation rate | 63.1% | 66.9%-3.8pp | 74.5%-11.4pp | 67.7%-4.6pp |
| Annual return | -6.53% | 25.60%-32.1pp | 24.95%-31.5pp | 35.67%-42.2pp |
| Employer contribution / active EE | $650 | $3,104-79.0% | $3,871-83.2% | $2,757-76.4% |
| Participant deferral / active EE | $8,610 | $3,871+122.4% | $5,060+70.2% | $4,300+100.2% |
| Admin fee / account holder | $5,458 | $6,719-18.8% | $8,388-34.9% | $6,925-21.2% |