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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 | $113,272 | $80,992+39.9% | $96,534+17.3% | $75,173+50.7% |
| Participation rate | 44.2% | 71.8%-27.6pp | 76.0%-31.8pp | 67.2%-23.0pp |
| Annual return | -9.53% | 27.05%-36.6pp | 25.88%-35.4pp | 160.72%-170.2pp |
| Employer contribution / active EE | $548 | $2,283-76.0% | $2,965-81.5% | $2,671-79.5% |
| Participant deferral / active EE | $2,191 | $3,929-44.2% | $4,851-54.8% | $4,126-46.9% |
| Admin fee / account holder | $10,216 | $6,717+52.1% | $8,253+23.8% | $5,651+80.8% |