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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 | $162,500 | $64,719+151.1% | $112,249+44.8% | $68,486+137.3% |
| Participation rate | 41.5% | 67.2%-25.7pp | 75.1%-33.6pp | 67.9%-26.4pp |
| Annual return | -20.95% | -11.40%-9.5pp | 27.48%-48.4pp | -7.85%-13.1pp |
| Employer contribution / active EE | $459 | $2,747-83.3% | $3,636-87.4% | $2,597-82.3% |
| Participant deferral / active EE | $2,704 | $3,565-24.2% | $4,729-42.8% | $4,028-32.9% |
| Admin fee / account holder | $929 | $5,232-82.2% | $6,412-85.5% | $5,404-82.8% |