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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 | $91,664 | $62,583+46.5% | $76,767+19.4% | $64,173+42.8% |
| Participation rate | 67.9% | 72.8%-4.9pp | 77.0%-9.0pp | 69.6%-1.6pp |
| Annual return | -8.32% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $360 | $1,832-80.3% | $2,485-85.5% | $2,381-84.9% |
| Participant deferral / active EE | $2,551 | $3,145-18.9% | $3,852-33.8% | $3,470-26.5% |
| Admin fee / account holder | $1,650 | $4,667-64.6% | $6,675-75.3% | $4,887-66.2% |