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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 | $78,180 | $49,280+58.6% | $67,313+16.1% | $64,173+21.8% |
| Participation rate | 26.5% | 60.8%-34.3pp | 69.1%-42.6pp | 69.6%-43.1pp |
| Annual return | -8.84% | -1.39%-7.4pp | -4.08%-4.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $240 | $1,668-85.6% | $2,566-90.6% | $2,381-89.9% |
| Participant deferral / active EE | $1,175 | $2,484-52.7% | $3,568-67.1% | $3,470-66.1% |
| Admin fee / account holder | $4,184 | $3,863+8.3% | $4,507-7.2% | $4,887-14.4% |