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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 | $154,017 | $92,219+67.0% | $76,768+100.6% | $135,379+13.8% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -9.66% | 5.46%-15.1pp | 2.43%-12.1pp | 519.79%-529.4pp |
| Employer contribution / active EE | $178 | $3,216-94.5% | $2,485-92.8% | $4,779-96.3% |
| Participant deferral / active EE | $2,529 | $4,508-43.9% | $3,852-34.3% | $5,609-54.9% |
| Admin fee / account holder | $11,806 | $10,749+9.8% | $6,675+76.9% | $10,828+9.0% |