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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 | $108,419 | $71,872+50.9% | $86,691+25.1% | $68,495+58.3% |
| Participation rate | 52.1% | 72.2%-20.2pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -24.20% | 3.53%-27.7pp | 35.94%-60.1pp | -7.84%-16.4pp |
| Employer contribution / active EE | $472 | $2,173-78.3% | $2,837-83.4% | $2,596-81.8% |
| Participant deferral / active EE | $1,875 | $3,779-50.4% | $4,656-59.7% | $4,028-53.4% |
| Admin fee / account holder | $2,413 | $6,112-60.5% | $7,492-67.8% | $5,403-55.3% |