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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 | $168,279 | $99,345+69.4% | $84,753+98.6% | $273,972-38.6% |
| Participation rate | 65.2% | 80.7%-15.5pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | -2.91% | 22.93%-25.8pp | 22.78%-25.7pp | 41.46%-44.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,694 | $4,270-13.5% | $3,712-0.5% | $5,287-30.1% |
| Admin fee / account holder | $8,760 | $6,645+31.8% | $5,333+64.2% | $10,133-13.6% |