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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 | $122,789 | $59,813+105.3% | $79,580+54.3% | $68,486+79.3% |
| Participation rate | 59.5% | 61.1%-1.6pp | 69.5%-10.0pp | 67.9%-8.4pp |
| Annual return | -19.94% | -12.30%-7.6pp | 0.15%-20.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $238 | $1,505-84.2% | $2,413-90.1% | $2,597-90.8% |
| Participant deferral / active EE | $6,143 | $3,024+103.1% | $3,985+54.1% | $4,028+52.5% |
| Admin fee / account holder | $8,398 | $4,835+73.7% | $6,835+22.9% | $5,404+55.4% |