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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 | $109,335 | $71,872+52.1% | $86,691+26.1% | $68,495+59.6% |
| Participation rate | 53.5% | 72.2%-18.8pp | 76.6%-23.1pp | 67.9%-14.4pp |
| Annual return | -19.21% | 3.53%-22.7pp | 35.94%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $211 | $2,173-90.3% | $2,837-92.6% | $2,596-91.9% |
| Participant deferral / active EE | $2,833 | $3,779-25.0% | $4,656-39.2% | $4,028-29.7% |
| Admin fee / account holder | $11,271 | $6,112+84.4% | $7,492+50.4% | $5,403+108.6% |