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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 | $92,776 | $62,589+48.2% | $76,768+20.9% | $64,173+44.6% |
| Participation rate | 21.9% | 72.8%-50.9pp | 77.0%-55.1pp | 69.6%-47.7pp |
| Annual return | -7.51% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $179 | $1,832-90.2% | $2,485-92.8% | $2,381-92.5% |
| Participant deferral / active EE | $1,795 | $3,145-42.9% | $3,852-53.4% | $3,470-48.3% |
| Admin fee / account holder | $3,976 | $4,667-14.8% | $6,675-40.4% | $4,887-18.7% |